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COMFORT SYSTEMS USA, INC. 401(K) PLAN 401k Plan overview

Plan NameCOMFORT SYSTEMS USA, INC. 401(K) PLAN
Plan identification number 001

COMFORT SYSTEMS USA, INC. 401(K) 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

COMFORT SYSTEMS USA, INC. has sponsored the creation of one or more 401k plans.

Company Name:COMFORT SYSTEMS USA, INC.
Employer identification number (EIN):760526487
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Additional information about COMFORT SYSTEMS USA, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1997-03-13
Company Identification Number: 0011431406
Legal Registered Office Address: 675 BERING DR STE 400

HOUSTON
United States of America (USA)
77057

More information about COMFORT SYSTEMS USA, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COMFORT SYSTEMS USA, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012017-01-01OLGA OSBORNE
0012016-01-01OLGA OSBORNE
0012015-01-01OLGA OSBORNE
0012014-01-01JACOB MYERS
0012013-01-01JULIE SHAEFF
0012012-01-01JULIE SHAEFF
0012011-01-01JULIE SHAEFF
0012010-01-01JULIE SHAEFF
0012009-01-01JULIE SHAEFF

Plan Statistics for COMFORT SYSTEMS USA, INC. 401(K) PLAN

401k plan membership statisitcs for COMFORT SYSTEMS USA, INC. 401(K) PLAN

Measure Date Value
2022: COMFORT SYSTEMS USA, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0113,592
Total number of active participants reported on line 7a of the Form 55002022-01-0111,497
Number of retired or separated participants receiving benefits2022-01-0130
Number of other retired or separated participants entitled to future benefits2022-01-016,093
Total of all active and inactive participants2022-01-0117,620
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0117,620
Number of participants with account balances2022-01-0117,620
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01475
2021: COMFORT SYSTEMS USA, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0113,889
Total number of active participants reported on line 7a of the Form 55002021-01-019,577
Number of retired or separated participants receiving benefits2021-01-0123
Number of other retired or separated participants entitled to future benefits2021-01-013,991
Total of all active and inactive participants2021-01-0113,591
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-0113,592
Number of participants with account balances2021-01-0113,592
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01486
2020: COMFORT SYSTEMS USA, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0112,751
Total number of active participants reported on line 7a of the Form 55002020-01-019,492
Number of retired or separated participants receiving benefits2020-01-0119
Number of other retired or separated participants entitled to future benefits2020-01-014,378
Total of all active and inactive participants2020-01-0113,889
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0113,889
Number of participants with account balances2020-01-0113,889
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01513
2019: COMFORT SYSTEMS USA, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0111,840
Total number of active participants reported on line 7a of the Form 55002019-01-019,761
Number of retired or separated participants receiving benefits2019-01-0113
Number of other retired or separated participants entitled to future benefits2019-01-012,977
Total of all active and inactive participants2019-01-0112,751
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0112,751
Number of participants with account balances2019-01-0111,696
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01344
2018: COMFORT SYSTEMS USA, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-019,344
Total number of active participants reported on line 7a of the Form 55002018-01-019,116
Number of retired or separated participants receiving benefits2018-01-0111
Number of other retired or separated participants entitled to future benefits2018-01-012,562
Total of all active and inactive participants2018-01-0111,689
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0111,689
Number of participants with account balances2018-01-0110,285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01334
2017: COMFORT SYSTEMS USA, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0110,159
Total number of active participants reported on line 7a of the Form 55002017-01-016,654
Number of retired or separated participants receiving benefits2017-01-016
Number of other retired or separated participants entitled to future benefits2017-01-012,494
Total of all active and inactive participants2017-01-019,154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-019,154
Number of participants with account balances2017-01-019,154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01185
2016: COMFORT SYSTEMS USA, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-017,159
Total number of active participants reported on line 7a of the Form 55002016-01-017,771
Number of retired or separated participants receiving benefits2016-01-015
Number of other retired or separated participants entitled to future benefits2016-01-012,382
Total of all active and inactive participants2016-01-0110,158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-0110,159
Number of participants with account balances2016-01-018,886
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01200
2015: COMFORT SYSTEMS USA, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-016,550
Total number of active participants reported on line 7a of the Form 55002015-01-015,535
Number of retired or separated participants receiving benefits2015-01-014
Number of other retired or separated participants entitled to future benefits2015-01-011,495
Total of all active and inactive participants2015-01-017,034
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-017,034
Number of participants with account balances2015-01-017,034
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01152
2014: COMFORT SYSTEMS USA, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-017,497
Total number of active participants reported on line 7a of the Form 55002014-01-015,060
Number of retired or separated participants receiving benefits2014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-011,487
Total of all active and inactive participants2014-01-016,550
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-016,550
Number of participants with account balances2014-01-016,550
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01145
2013: COMFORT SYSTEMS USA, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015,819
Total number of active participants reported on line 7a of the Form 55002013-01-016,121
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-011,373
Total of all active and inactive participants2013-01-017,497
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-017,497
Number of participants with account balances2013-01-015,843
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01194
2012: COMFORT SYSTEMS USA, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-015,503
Total number of active participants reported on line 7a of the Form 55002012-01-014,333
Number of retired or separated participants receiving benefits2012-01-016
Number of other retired or separated participants entitled to future benefits2012-01-011,480
Total of all active and inactive participants2012-01-015,819
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-015,819
Number of participants with account balances2012-01-015,819
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01253
2011: COMFORT SYSTEMS USA, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-015,012
Total number of active participants reported on line 7a of the Form 55002011-01-014,372
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-011,130
Total of all active and inactive participants2011-01-015,503
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-015,503
Number of participants with account balances2011-01-015,503
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01630
2010: COMFORT SYSTEMS USA, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-014,891
Total number of active participants reported on line 7a of the Form 55002010-01-013,891
Number of retired or separated participants receiving benefits2010-01-012
Number of other retired or separated participants entitled to future benefits2010-01-011,119
Total of all active and inactive participants2010-01-015,012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-015,012
Number of participants with account balances2010-01-015,012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-01499
2009: COMFORT SYSTEMS USA, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014,770
Total number of active participants reported on line 7a of the Form 55002009-01-013,814
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-011,074
Total of all active and inactive participants2009-01-014,890
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-014,891
Number of participants with account balances2009-01-014,891
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01490

Financial Data on COMFORT SYSTEMS USA, INC. 401(K) PLAN

Measure Date Value
2022 : COMFORT SYSTEMS USA, INC. 401(K) PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$143
Total unrealized appreciation/depreciation of assets2022-12-31$143
Total transfer of assets to this plan2022-12-31$69,465,478
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-60,257,248
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$66,489,258
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$65,425,123
Expenses. Certain deemed distributions of participant loans2022-12-31$27,299
Value of total corrective distributions2022-12-31$104,065
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$68,984,959
Value of total assets at end of year2022-12-31$794,257,814
Value of total assets at beginning of year2022-12-31$851,538,842
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$932,771
Total interest from all sources2022-12-31$2,182,598
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,290,090
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$3,290,090
Administrative expenses professional fees incurred2022-12-31$35,231
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$48,222,637
Participant contributions at end of year2022-12-31$13,058,784
Participant contributions at beginning of year2022-12-31$11,667,532
Participant contributions at end of year2022-12-31$2,180,710
Participant contributions at beginning of year2022-12-31$1,664,677
Assets. Other investments not covered elsewhere at end of year2022-12-31$742,196
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$1,099,278
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$4,099,780
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$33,713,338
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$9,617,848
Other income not declared elsewhere2022-12-31$-381,729
Administrative expenses (other) incurred2022-12-31$12,347
Total non interest bearing cash at end of year2022-12-31$57
Total non interest bearing cash at beginning of year2022-12-31$282
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-126,746,506
Value of net assets at end of year (total assets less liabilities)2022-12-31$794,257,814
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$851,538,842
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$18,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$218,710,783
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$226,886,924
Value of interest in pooled separate accounts at end of year2022-12-31$104,108,095
Value of interest in pooled separate accounts at beginning of year2022-12-31$143,436,535
Interest on participant loans2022-12-31$537,041
Interest earned on other investments2022-12-31$1,645,557
Value of interest in common/collective trusts at end of year2022-12-31$314,296,663
Value of interest in common/collective trusts at beginning of year2022-12-31$363,350,654
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$106,059,795
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$92,701,982
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-36,201,562
Net investment gain/loss from pooled separate accounts2022-12-31$-37,414,404
Net investment gain or loss from common/collective trusts2022-12-31$-60,717,343
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$16,662,542
Employer contributions (assets) at end of year2022-12-31$1,387,393
Employer contributions (assets) at beginning of year2022-12-31$1,113,130
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$65,425,123
Contract administrator fees2022-12-31$867,193
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MELTON & MELTON, LLP
Accountancy firm EIN2022-12-31741550819
2021 : COMFORT SYSTEMS USA, INC. 401(K) PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$308
Total unrealized appreciation/depreciation of assets2021-12-31$308
Total transfer of assets to this plan2021-12-31$9,617,848
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$170,513,284
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$70,690,428
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$69,237,519
Expenses. Certain deemed distributions of participant loans2021-12-31$32,078
Value of total corrective distributions2021-12-31$9,774
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$62,546,268
Value of total assets at end of year2021-12-31$851,538,842
Value of total assets at beginning of year2021-12-31$742,098,138
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,411,057
Total interest from all sources2021-12-31$2,081,017
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,844,023
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,844,023
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$43,917,155
Participant contributions at end of year2021-12-31$11,667,532
Participant contributions at beginning of year2021-12-31$10,698,082
Participant contributions at end of year2021-12-31$1,664,677
Participant contributions at beginning of year2021-12-31$719,681
Assets. Other investments not covered elsewhere at end of year2021-12-31$1,099,278
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$618,728
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$3,741,743
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$9,617,848
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$15,499,502
Other income not declared elsewhere2021-12-31$191,774
Administrative expenses (other) incurred2021-12-31$1,411,057
Total non interest bearing cash at end of year2021-12-31$282
Total non interest bearing cash at beginning of year2021-12-31$277
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$99,822,856
Value of net assets at end of year (total assets less liabilities)2021-12-31$851,538,842
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$742,098,138
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$226,886,924
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$498,215,274
Value of interest in pooled separate accounts at end of year2021-12-31$143,436,535
Value of interest in pooled separate accounts at beginning of year2021-12-31$123,199,100
Interest on participant loans2021-12-31$534,728
Interest earned on other investments2021-12-31$1,546,251
Value of interest in common/collective trusts at end of year2021-12-31$363,350,654
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$38
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$92,701,982
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$92,496,318
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$65,832,079
Net investment gain/loss from pooled separate accounts2021-12-31$27,318,336
Net investment gain or loss from common/collective trusts2021-12-31$9,699,479
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$14,887,370
Employer contributions (assets) at end of year2021-12-31$1,113,130
Employer contributions (assets) at beginning of year2021-12-31$651,176
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$69,237,519
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MELTON & MELTON, LLP
Accountancy firm EIN2021-12-31741550819
2020 : COMFORT SYSTEMS USA, INC. 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$-1,355
Total unrealized appreciation/depreciation of assets2020-12-31$-1,355
Total transfer of assets to this plan2020-12-31$75,094,904
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$136,238,795
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$53,328,828
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$52,423,197
Expenses. Certain deemed distributions of participant loans2020-12-31$21,545
Value of total corrective distributions2020-12-31$360,711
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$50,825,690
Value of total assets at end of year2020-12-31$742,098,138
Value of total assets at beginning of year2020-12-31$584,093,267
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$523,375
Total interest from all sources2020-12-31$2,145,666
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$7,673,443
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$7,673,443
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$36,526,274
Participant contributions at end of year2020-12-31$10,698,082
Participant contributions at beginning of year2020-12-31$9,279,184
Participant contributions at end of year2020-12-31$719,681
Participant contributions at beginning of year2020-12-31$623,327
Assets. Other investments not covered elsewhere at end of year2020-12-31$618,728
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$1,152,407
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,780,972
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$15,499,502
Other income not declared elsewhere2020-12-31$194,390
Administrative expenses (other) incurred2020-12-31$523,375
Total non interest bearing cash at end of year2020-12-31$277
Total non interest bearing cash at beginning of year2020-12-31$135
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$82,909,967
Value of net assets at end of year (total assets less liabilities)2020-12-31$742,098,138
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$584,093,267
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$0
Assets. partnership/joint venture interests at beginning of year2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$498,215,274
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$398,037,568
Value of interest in pooled separate accounts at end of year2020-12-31$123,199,100
Value of interest in pooled separate accounts at beginning of year2020-12-31$103,966,268
Interest on participant loans2020-12-31$513,830
Interest earned on other investments2020-12-31$1,631,804
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$87,297
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$32
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$92,496,318
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$70,719,051
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$48,683,297
Net investment gain/loss from pooled separate accounts2020-12-31$26,717,664
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$12,518,444
Employer contributions (assets) at end of year2020-12-31$651,176
Employer contributions (assets) at beginning of year2020-12-31$228,030
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$52,423,197
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MELTON & MELTON, LLP
Accountancy firm EIN2020-12-31741550819
2019 : COMFORT SYSTEMS USA, INC. 401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$5,045
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$5,045
Total unrealized appreciation/depreciation of assets2019-12-31$5,045
Total unrealized appreciation/depreciation of assets2019-12-31$5,045
Total transfer of assets to this plan2019-12-31$23,345,662
Total transfer of assets to this plan2019-12-31$23,345,662
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)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 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$151,463,369
Total income from all sources (including contributions)2019-12-31$151,463,369
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$39,659,854
Total of all expenses incurred2019-12-31$39,659,854
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$38,473,719
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$38,473,719
Expenses. Certain deemed distributions of participant loans2019-12-31$10,023
Expenses. Certain deemed distributions of participant loans2019-12-31$10,023
Value of total corrective distributions2019-12-31$321,695
Value of total corrective distributions2019-12-31$321,695
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$49,469,231
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$49,469,231
Value of total assets at end of year2019-12-31$584,093,267
Value of total assets at end of year2019-12-31$584,093,267
Value of total assets at beginning of year2019-12-31$448,944,090
Value of total assets at beginning of year2019-12-31$448,944,090
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$854,417
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$854,417
Total interest from all sources2019-12-31$1,991,409
Total interest from all sources2019-12-31$1,991,409
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$8,025,504
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$8,025,504
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$8,025,504
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$33,792,790
Contributions received from participants2019-12-31$33,792,790
Participant contributions at end of year2019-12-31$9,279,184
Participant contributions at end of year2019-12-31$9,279,184
Participant contributions at beginning of year2019-12-31$8,619,742
Participant contributions at beginning of year2019-12-31$8,619,742
Participant contributions at end of year2019-12-31$623,327
Participant contributions at end of year2019-12-31$623,327
Participant contributions at beginning of year2019-12-31$595,602
Participant contributions at beginning of year2019-12-31$595,602
Assets. Other investments not covered elsewhere at end of year2019-12-31$1,152,407
Assets. Other investments not covered elsewhere at end of year2019-12-31$1,152,407
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$750,879
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$750,879
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$4,458,650
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$4,458,650
Other income not declared elsewhere2019-12-31$435,498
Other income not declared elsewhere2019-12-31$435,498
Administrative expenses (other) incurred2019-12-31$854,417
Administrative expenses (other) incurred2019-12-31$854,417
Total non interest bearing cash at end of year2019-12-31$135
Total non interest bearing cash at beginning of year2019-12-31$721
Total non interest bearing cash at beginning of year2019-12-31$721
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$111,803,515
Value of net income/loss2019-12-31$111,803,515
Value of net assets at end of year (total assets less liabilities)2019-12-31$584,093,267
Value of net assets at end of year (total assets less liabilities)2019-12-31$584,093,267
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$448,944,090
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$17,881
Assets. partnership/joint venture interests at beginning of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$398,037,568
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$398,037,568
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$292,646,342
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$292,646,342
Value of interest in pooled separate accounts at end of year2019-12-31$103,966,268
Value of interest in pooled separate accounts at end of year2019-12-31$103,966,268
Value of interest in pooled separate accounts at beginning of year2019-12-31$81,155,929
Value of interest in pooled separate accounts at beginning of year2019-12-31$81,155,929
Interest on participant loans2019-12-31$482,463
Interest on participant loans2019-12-31$482,463
Interest earned on other investments2019-12-31$1,501,191
Interest earned on other investments2019-12-31$1,501,191
Value of interest in common/collective trusts at end of year2019-12-31$87,297
Value of interest in common/collective trusts at end of year2019-12-31$87,297
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$7,755
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$7,755
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$70,719,051
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$70,719,051
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$64,964,723
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$64,964,723
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$66,036,171
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$66,036,171
Net investment gain/loss from pooled separate accounts2019-12-31$25,500,511
Net investment gain/loss from pooled separate accounts2019-12-31$25,500,511
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$11,217,791
Contributions received in cash from employer2019-12-31$11,217,791
Employer contributions (assets) at end of year2019-12-31$228,030
Employer contributions (assets) at end of year2019-12-31$228,030
Employer contributions (assets) at beginning of year2019-12-31$210,152
Employer contributions (assets) at beginning of year2019-12-31$210,152
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$38,473,719
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$38,473,719
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MELTON & MELTON, LLP
Accountancy firm name2019-12-31MELTON & MELTON, LLP
Accountancy firm EIN2019-12-31741550819
Accountancy firm EIN2019-12-31741550819
2018 : COMFORT SYSTEMS USA, INC. 401(K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$906
Total unrealized appreciation/depreciation of assets2018-12-31$906
Total transfer of assets to this plan2018-12-31$22,406,003
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$0
Total income from all sources (including contributions)2018-12-31$19,159,043
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$38,526,646
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$37,974,582
Expenses. Certain deemed distributions of participant loans2018-12-31$25,867
Value of total corrective distributions2018-12-31$310,273
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$43,350,216
Value of total assets at end of year2018-12-31$448,944,090
Value of total assets at beginning of year2018-12-31$445,905,690
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$215,924
Total interest from all sources2018-12-31$1,745,560
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$6,210,109
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$6,210,109
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$29,607,596
Participant contributions at end of year2018-12-31$8,619,742
Participant contributions at beginning of year2018-12-31$8,289,368
Participant contributions at end of year2018-12-31$595,602
Participant contributions at beginning of year2018-12-31$1,029,388
Assets. Other investments not covered elsewhere at end of year2018-12-31$750,879
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$805,270
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$4,232,863
Other income not declared elsewhere2018-12-31$69,302
Administrative expenses (other) incurred2018-12-31$215,924
Total non interest bearing cash at end of year2018-12-31$721
Total non interest bearing cash at beginning of year2018-12-31$128
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-19,367,603
Value of net assets at end of year (total assets less liabilities)2018-12-31$448,944,090
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$445,905,690
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$292,646,342
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$151,748,239
Value of interest in pooled separate accounts at end of year2018-12-31$81,155,929
Value of interest in pooled separate accounts at beginning of year2018-12-31$218,195,986
Interest on participant loans2018-12-31$421,766
Interest earned on other investments2018-12-31$1,321,970
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$1,824
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$64,964,723
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$65,472,192
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-30,899,972
Net investment gain/loss from pooled separate accounts2018-12-31$-1,317,078
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$9,509,757
Employer contributions (assets) at end of year2018-12-31$210,152
Employer contributions (assets) at beginning of year2018-12-31$365,119
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$37,974,582
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MELTON & MELTON, LLP
Accountancy firm EIN2018-12-31741550819
2017 : COMFORT SYSTEMS USA, INC. 401(K) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-390
Total unrealized appreciation/depreciation of assets2017-12-31$-390
Total transfer of assets to this plan2017-12-31$6,346,178
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$93,334,071
Total loss/gain on sale of assets2017-12-31$-19,807
Total of all expenses incurred2017-12-31$27,328,043
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$26,979,778
Expenses. Certain deemed distributions of participant loans2017-12-31$1,200
Value of total corrective distributions2017-12-31$183,221
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$37,349,733
Value of total assets at end of year2017-12-31$445,905,690
Value of total assets at beginning of year2017-12-31$373,553,484
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$163,844
Total interest from all sources2017-12-31$1,563,130
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,163,066
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$2,163,066
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$25,242,445
Participant contributions at end of year2017-12-31$8,289,368
Participant contributions at beginning of year2017-12-31$7,474,393
Participant contributions at end of year2017-12-31$1,029,388
Participant contributions at beginning of year2017-12-31$977,924
Assets. Other investments not covered elsewhere at end of year2017-12-31$805,270
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$509,057
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$3,334,083
Other income not declared elsewhere2017-12-31$211,259
Administrative expenses (other) incurred2017-12-31$163,844
Total non interest bearing cash at end of year2017-12-31$128
Total non interest bearing cash at beginning of year2017-12-31$12
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$66,006,028
Value of net assets at end of year (total assets less liabilities)2017-12-31$445,905,690
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$373,553,484
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$151,748,239
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$140,148,794
Value of interest in pooled separate accounts at end of year2017-12-31$218,195,986
Value of interest in pooled separate accounts at beginning of year2017-12-31$160,442,061
Interest on participant loans2017-12-31$341,319
Interest earned on other investments2017-12-31$1,221,780
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$31
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$65,472,192
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$63,647,081
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$19,392,149
Net investment gain/loss from pooled separate accounts2017-12-31$32,674,931
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$8,773,205
Employer contributions (assets) at end of year2017-12-31$365,119
Employer contributions (assets) at beginning of year2017-12-31$354,162
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$26,979,778
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate carrying amount (costs) on sale of assets2017-12-31$19,807
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MELTON & MELTON, LLP
Accountancy firm EIN2017-12-31741550819
2016 : COMFORT SYSTEMS USA, INC. 401(K) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$2,201
Total unrealized appreciation/depreciation of assets2016-12-31$2,201
Total transfer of assets to this plan2016-12-31$14,711,149
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$53,199,198
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$27,010,201
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$26,697,197
Expenses. Certain deemed distributions of participant loans2016-12-31$4,835
Value of total corrective distributions2016-12-31$169,120
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$31,047,774
Value of total assets at end of year2016-12-31$373,553,484
Value of total assets at beginning of year2016-12-31$332,653,338
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$139,049
Total interest from all sources2016-12-31$1,428,688
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,025,711
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$2,025,711
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$22,303,295
Participant contributions at end of year2016-12-31$7,474,393
Participant contributions at beginning of year2016-12-31$7,719,940
Participant contributions at end of year2016-12-31$977,924
Participant contributions at beginning of year2016-12-31$736,489
Assets. Other investments not covered elsewhere at end of year2016-12-31$509,057
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$542,265
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,392,263
Other income not declared elsewhere2016-12-31$45,746
Administrative expenses (other) incurred2016-12-31$139,049
Total non interest bearing cash at end of year2016-12-31$12
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$26,188,997
Value of net assets at end of year (total assets less liabilities)2016-12-31$373,553,484
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$332,653,338
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$140,148,794
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$127,331,748
Value of interest in pooled separate accounts at end of year2016-12-31$160,442,061
Value of interest in pooled separate accounts at beginning of year2016-12-31$134,976,228
Interest on participant loans2016-12-31$315,768
Interest earned on other investments2016-12-31$1,112,920
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$63,647,081
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$61,082,081
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$11,371,434
Net investment gain/loss from pooled separate accounts2016-12-31$7,277,644
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$7,352,216
Employer contributions (assets) at end of year2016-12-31$354,162
Employer contributions (assets) at beginning of year2016-12-31$264,587
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$26,697,197
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MELTON & MELTON, LLP
Accountancy firm EIN2016-12-31741550819
2015 : COMFORT SYSTEMS USA, INC. 401(K) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-886
Total unrealized appreciation/depreciation of assets2015-12-31$-886
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$37,322,319
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$24,967,444
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$24,639,719
Expenses. Certain deemed distributions of participant loans2015-12-31$18,294
Value of total corrective distributions2015-12-31$157,358
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$30,830,582
Value of total assets at end of year2015-12-31$332,653,338
Value of total assets at beginning of year2015-12-31$320,298,463
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$152,073
Total interest from all sources2015-12-31$1,421,954
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,762,809
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,762,809
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$20,683,452
Participant contributions at end of year2015-12-31$7,719,940
Participant contributions at beginning of year2015-12-31$6,989,266
Participant contributions at end of year2015-12-31$736,489
Participant contributions at beginning of year2015-12-31$429,802
Assets. Other investments not covered elsewhere at end of year2015-12-31$542,265
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$505,060
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$3,313,567
Other income not declared elsewhere2015-12-31$72,234
Administrative expenses (other) incurred2015-12-31$152,073
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$12,354,875
Value of net assets at end of year (total assets less liabilities)2015-12-31$332,653,338
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$320,298,463
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$127,331,748
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$127,005,378
Value of interest in pooled separate accounts at end of year2015-12-31$134,976,228
Value of interest in pooled separate accounts at beginning of year2015-12-31$127,030,964
Interest on participant loans2015-12-31$298,395
Interest earned on other investments2015-12-31$1,123,559
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$61,082,081
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$58,267,368
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-768,436
Net investment gain/loss from pooled separate accounts2015-12-31$4,004,062
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$6,833,563
Employer contributions (assets) at end of year2015-12-31$264,587
Employer contributions (assets) at beginning of year2015-12-31$70,625
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$24,639,719
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MELTON & MELTON, LLP
Accountancy firm EIN2015-12-31741550819
2014 : COMFORT SYSTEMS USA, INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$9,993,918
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$190,966
Total income from all sources (including contributions)2014-12-31$45,626,573
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$26,432,302
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$26,045,596
Expenses. Certain deemed distributions of participant loans2014-12-31$48,544
Value of total corrective distributions2014-12-31$192,096
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$25,924,839
Value of total assets at end of year2014-12-31$320,298,463
Value of total assets at beginning of year2014-12-31$291,301,240
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$146,066
Total interest from all sources2014-12-31$1,422,262
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,584,949
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,584,949
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$18,059,013
Participant contributions at end of year2014-12-31$6,989,266
Participant contributions at beginning of year2014-12-31$6,470,750
Participant contributions at end of year2014-12-31$429,802
Participant contributions at beginning of year2014-12-31$348,684
Assets. Other investments not covered elsewhere at end of year2014-12-31$505,060
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$322,319
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,997,028
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$190,966
Other income not declared elsewhere2014-12-31$78,649
Administrative expenses (other) incurred2014-12-31$146,066
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$19,194,271
Value of net assets at end of year (total assets less liabilities)2014-12-31$320,298,463
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$291,110,274
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$127,005,378
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$122,015,285
Value of interest in pooled separate accounts at end of year2014-12-31$127,030,964
Value of interest in pooled separate accounts at beginning of year2014-12-31$104,222,289
Interest on participant loans2014-12-31$276,781
Interest earned on other investments2014-12-31$1,145,481
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$58,267,368
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$57,794,660
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$7,153,980
Net investment gain/loss from pooled separate accounts2014-12-31$9,461,894
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$5,868,798
Employer contributions (assets) at end of year2014-12-31$70,625
Employer contributions (assets) at beginning of year2014-12-31$127,253
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$26,045,596
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MELTON & MELTON, LLP
Accountancy firm EIN2014-12-31741550819
2013 : COMFORT SYSTEMS USA, INC. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$190,966
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$346,898
Total income from all sources (including contributions)2013-12-31$70,918,229
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$21,195,981
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$20,806,675
Expenses. Certain deemed distributions of participant loans2013-12-31$61,314
Value of total corrective distributions2013-12-31$190,966
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$23,073,748
Value of total assets at end of year2013-12-31$291,301,240
Value of total assets at beginning of year2013-12-31$241,734,924
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$137,026
Total interest from all sources2013-12-31$1,540,644
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,338,860
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,338,860
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$16,376,678
Participant contributions at end of year2013-12-31$6,470,750
Participant contributions at beginning of year2013-12-31$6,320,298
Participant contributions at end of year2013-12-31$348,684
Participant contributions at beginning of year2013-12-31$295,866
Assets. Other investments not covered elsewhere at end of year2013-12-31$322,319
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$359,834
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,292,034
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$190,966
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$346,898
Other income not declared elsewhere2013-12-31$-55,315
Administrative expenses (other) incurred2013-12-31$137,026
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$49,722,248
Value of net assets at end of year (total assets less liabilities)2013-12-31$291,110,274
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$241,388,026
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$122,015,285
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$94,878,361
Value of interest in pooled separate accounts at end of year2013-12-31$104,222,289
Value of interest in pooled separate accounts at beginning of year2013-12-31$82,139,661
Interest on participant loans2013-12-31$271,656
Interest earned on other investments2013-12-31$1,268,988
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$57,794,660
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$57,632,917
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$25,026,335
Net investment gain/loss from pooled separate accounts2013-12-31$19,993,957
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$5,405,036
Employer contributions (assets) at end of year2013-12-31$127,253
Employer contributions (assets) at beginning of year2013-12-31$107,987
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$20,806,675
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MELTON & MELTON, L.L.P.
Accountancy firm EIN2013-12-31741550819
2012 : COMFORT SYSTEMS USA, INC. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$1,257,336
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$346,898
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$320,566
Total income from all sources (including contributions)2012-12-31$48,637,545
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$24,262,109
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$24,096,587
Expenses. Certain deemed distributions of participant loans2012-12-31$12,529
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$21,996,816
Value of total assets at end of year2012-12-31$241,734,924
Value of total assets at beginning of year2012-12-31$216,075,820
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$152,993
Total interest from all sources2012-12-31$1,693,347
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,349,392
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,349,392
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$15,443,372
Participant contributions at end of year2012-12-31$6,320,298
Participant contributions at beginning of year2012-12-31$5,902,691
Participant contributions at end of year2012-12-31$295,866
Participant contributions at beginning of year2012-12-31$269,456
Assets. Other investments not covered elsewhere at end of year2012-12-31$359,834
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$321,613
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,290,378
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$346,898
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$320,566
Other income not declared elsewhere2012-12-31$10,064
Administrative expenses (other) incurred2012-12-31$152,993
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$7,653
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$24,375,436
Value of net assets at end of year (total assets less liabilities)2012-12-31$241,388,026
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$215,755,254
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$94,878,361
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$81,318,505
Value of interest in pooled separate accounts at end of year2012-12-31$82,139,661
Value of interest in pooled separate accounts at beginning of year2012-12-31$71,568,496
Interest on participant loans2012-12-31$256,168
Interest earned on other investments2012-12-31$1,437,179
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$57,632,917
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$56,589,520
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$12,141,017
Net investment gain/loss from pooled separate accounts2012-12-31$11,446,909
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$5,263,066
Employer contributions (assets) at end of year2012-12-31$107,987
Employer contributions (assets) at beginning of year2012-12-31$97,886
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$24,096,587
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31UHY LLP
Accountancy firm EIN2012-12-31200694403
2011 : COMFORT SYSTEMS USA, INC. 401(K) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-2,176,367
Total unrealized appreciation/depreciation of assets2011-12-31$-2,176,367
Total transfer of assets to this plan2011-12-31$19,284,731
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$320,566
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$21,080,443
Total loss/gain on sale of assets2011-12-31$784,880
Total of all expenses incurred2011-12-31$22,950,802
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$22,251,087
Expenses. Certain deemed distributions of participant loans2011-12-31$29,196
Value of total corrective distributions2011-12-31$529,997
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$22,707,607
Value of total assets at end of year2011-12-31$216,075,820
Value of total assets at beginning of year2011-12-31$198,340,882
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$140,522
Total interest from all sources2011-12-31$2,005,923
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,123,200
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$1,079,929
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$9,013
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$15,721,065
Participant contributions at end of year2011-12-31$5,902,691
Participant contributions at beginning of year2011-12-31$4,959,896
Participant contributions at end of year2011-12-31$269,456
Participant contributions at beginning of year2011-12-31$298,370
Assets. Other investments not covered elsewhere at end of year2011-12-31$321,613
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$668,449
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$320,566
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Administrative expenses (other) incurred2011-12-31$140,522
Total non interest bearing cash at end of year2011-12-31$7,653
Total non interest bearing cash at beginning of year2011-12-31$1,318
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,870,359
Value of net assets at end of year (total assets less liabilities)2011-12-31$215,755,254
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$198,340,882
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$81,318,505
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$0
Value of interest in pooled separate accounts at end of year2011-12-31$71,568,496
Value of interest in pooled separate accounts at beginning of year2011-12-31$137,101,645
Interest on participant loans2011-12-31$422,351
Interest earned on other investments2011-12-31$1,583,572
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$56,589,520
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$50,873,558
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-3,298,573
Net investment gain/loss from pooled separate accounts2011-12-31$-66,227
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$0
Assets. Invements in employer securities at beginning of year2011-12-31$4,984,096
Contributions received in cash from employer2011-12-31$6,318,093
Employer contributions (assets) at end of year2011-12-31$97,886
Employer contributions (assets) at beginning of year2011-12-31$121,999
Income. Dividends from preferred stock2011-12-31$43,271
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$22,251,087
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$4,052,110
Aggregate carrying amount (costs) on sale of assets2011-12-31$3,267,230
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31UHY LLP
Accountancy firm EIN2011-12-31200694403
2010 : COMFORT SYSTEMS USA, INC. 401(K) PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$171,211
Total unrealized appreciation/depreciation of assets2010-12-31$171,211
Total transfer of assets to this plan2010-12-31$3,029,211
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$39,855,271
Total loss/gain on sale of assets2010-12-31$155,497
Total of all expenses incurred2010-12-31$18,344,707
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$17,067,463
Expenses. Certain deemed distributions of participant loans2010-12-31$792,925
Value of total corrective distributions2010-12-31$333,237
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$20,083,255
Value of total assets at end of year2010-12-31$198,340,882
Value of total assets at beginning of year2010-12-31$173,801,107
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$151,082
Total interest from all sources2010-12-31$1,698,657
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$79,946
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$17,666
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$13,652,212
Participant contributions at end of year2010-12-31$4,959,896
Participant contributions at beginning of year2010-12-31$4,816,211
Participant contributions at end of year2010-12-31$298,370
Participant contributions at beginning of year2010-12-31$297,029
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,428,935
Other income not declared elsewhere2010-12-31$180,702
Administrative expenses (other) incurred2010-12-31$151,082
Total non interest bearing cash at end of year2010-12-31$1,318
Total non interest bearing cash at beginning of year2010-12-31$713
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$21,510,564
Value of net assets at end of year (total assets less liabilities)2010-12-31$198,340,882
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$173,801,107
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$137,101,645
Value of interest in pooled separate accounts at beginning of year2010-12-31$118,529,934
Interest on participant loans2010-12-31$262,742
Interest earned on other investments2010-12-31$1,435,915
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$50,873,558
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$45,218,515
Net investment gain/loss from pooled separate accounts2010-12-31$17,486,003
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$4,984,096
Assets. Invements in employer securities at beginning of year2010-12-31$4,829,928
Contributions received in cash from employer2010-12-31$5,002,108
Employer contributions (assets) at end of year2010-12-31$121,999
Employer contributions (assets) at beginning of year2010-12-31$108,777
Income. Dividends from preferred stock2010-12-31$79,946
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$17,067,463
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$1,160,605
Aggregate carrying amount (costs) on sale of assets2010-12-31$1,005,108
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31UHY LLP
Accountancy firm EIN2010-12-31200694403
2009 : COMFORT SYSTEMS USA, INC. 401(K) 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$15,344

Form 5500 Responses for COMFORT SYSTEMS USA, INC. 401(K) PLAN

2022: COMFORT SYSTEMS USA, INC. 401(K) 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 filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: COMFORT SYSTEMS USA, INC. 401(K) 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: COMFORT SYSTEMS USA, INC. 401(K) 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: COMFORT SYSTEMS USA, INC. 401(K) 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: COMFORT SYSTEMS USA, INC. 401(K) 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: COMFORT SYSTEMS USA, INC. 401(K) 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: COMFORT SYSTEMS USA, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: COMFORT SYSTEMS USA, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: COMFORT SYSTEMS USA, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: COMFORT SYSTEMS USA, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: COMFORT SYSTEMS USA, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: COMFORT SYSTEMS USA, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: COMFORT SYSTEMS USA, INC. 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: COMFORT SYSTEMS USA, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
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

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038162
Policy instance 1
Insurance contract or identification number038162
Number of Individuals Covered17620
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038162
Policy instance 1
Insurance contract or identification number038162
Number of Individuals Covered13592
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038162
Policy instance 1
Insurance contract or identification number038162
Number of Individuals Covered13889
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038162
Policy instance 1
Insurance contract or identification number038162
Number of Individuals Covered12751
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number038162
Policy instance 1
Insurance contract or identification number038162
Number of Individuals Covered11689
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number38162
Policy instance 1
Insurance contract or identification number38162
Number of Individuals Covered9154
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number38162
Policy instance 1
Insurance contract or identification number38162
Number of Individuals Covered7034
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number38162-001
Policy instance 1
Insurance contract or identification number38162-001
Number of Individuals Covered6550
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number38162-001
Policy instance 1
Insurance contract or identification number38162-001
Number of Individuals Covered7497
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number38162-001
Policy instance 1
Insurance contract or identification number38162-001
Number of Individuals Covered5819
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number38162-001
Policy instance 1
Insurance contract or identification number38162-001
Number of Individuals Covered5503
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number38162-001
Policy instance 1
Insurance contract or identification number38162-001
Number of Individuals Covered5012
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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