SOUTHERN HVAC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SOUTHERN HVAC CORPORATION 401(K) PLAN
Measure | Date | Value |
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2019 : SOUTHERN HVAC CORPORATION 401(K) PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-06-01 | $0 |
Total transfer of assets from this plan | 2019-06-01 | $3,634,495 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-06-01 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-06-01 | $0 |
Total income from all sources (including contributions) | 2019-06-01 | $516,628 |
Total loss/gain on sale of assets | 2019-06-01 | $0 |
Total of all expenses incurred | 2019-06-01 | $413,047 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-06-01 | $407,607 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-06-01 | $261,594 |
Value of total assets at end of year | 2019-06-01 | $0 |
Value of total assets at beginning of year | 2019-06-01 | $3,530,914 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-06-01 | $5,440 |
Total interest from all sources | 2019-06-01 | $2,004 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-06-01 | $1,747 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-06-01 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2019-06-01 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-06-01 | $1,747 |
Was this plan covered by a fidelity bond | 2019-06-01 | Yes |
Value of fidelity bond cover | 2019-06-01 | $25,000 |
If this is an individual account plan, was there a blackout period | 2019-06-01 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-06-01 | No |
Contributions received from participants | 2019-06-01 | $155,860 |
Participant contributions at beginning of year | 2019-06-01 | $3,925 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-06-01 | $171 |
Assets. Loans (other than to participants) at beginning of year | 2019-06-01 | $61,933 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-06-01 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-06-01 | No |
Value of net income/loss | 2019-06-01 | $103,581 |
Value of net assets at end of year (total assets less liabilities) | 2019-06-01 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-06-01 | $3,530,914 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-06-01 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-06-01 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-06-01 | No |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-06-01 | $3,464,796 |
Interest on participant loans | 2019-06-01 | $2,004 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-06-01 | $251,283 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-06-01 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-06-01 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-06-01 | No |
Contributions received in cash from employer | 2019-06-01 | $105,563 |
Employer contributions (assets) at beginning of year | 2019-06-01 | $260 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-06-01 | $407,607 |
Contract administrator fees | 2019-06-01 | $5,440 |
Did the plan have assets held for investment | 2019-06-01 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-06-01 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-06-01 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-06-01 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-06-01 | Disclaimer |
Accountancy firm name | 2019-06-01 | ASSURANCE DIMENSIONS |
Accountancy firm EIN | 2019-06-01 | 263429295 |
2018 : SOUTHERN HVAC CORPORATION 401(K) PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $947,254 |
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 | $1,457,005 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $1,043,885 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,032,759 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,652,387 |
Value of total assets at end of year | 2018-12-31 | $3,530,914 |
Value of total assets at beginning of year | 2018-12-31 | $2,170,540 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $11,126 |
Total interest from all sources | 2018-12-31 | $4,438 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $150,820 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $455,695 |
Participant contributions at end of year | 2018-12-31 | $3,925 |
Participant contributions at beginning of year | 2018-12-31 | $5,984 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $891,196 |
Assets. Loans (other than to participants) at end of year | 2018-12-31 | $61,933 |
Assets. Loans (other than to participants) at beginning of year | 2018-12-31 | $64,489 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $413,120 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $3,530,914 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,170,540 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $3,464,796 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $2,095,681 |
Income. Interest from loans (other than to participants) | 2018-12-31 | $4,438 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-199,820 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $305,496 |
Employer contributions (assets) at end of year | 2018-12-31 | $260 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $4,386 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,032,759 |
Contract administrator fees | 2018-12-31 | $11,126 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | ASSURANCE DIMENSIONS |
Accountancy firm EIN | 2018-12-31 | 263429295 |
2017 : SOUTHERN HVAC CORPORATION 401(K) PLAN 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
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 | $1,024,812 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $362,470 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $357,434 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $717,581 |
Value of total assets at end of year | 2017-12-31 | $2,170,540 |
Value of total assets at beginning of year | 2017-12-31 | $1,508,198 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $5,036 |
Total interest from all sources | 2017-12-31 | $1,401 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $218,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $333,154 |
Participant contributions at end of year | 2017-12-31 | $5,984 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $148,209 |
Assets. Loans (other than to participants) at end of year | 2017-12-31 | $64,489 |
Assets. Loans (other than to participants) at beginning of year | 2017-12-31 | $26,477 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $662,342 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $2,170,540 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,508,198 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $2,095,681 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $1,481,721 |
Income. Interest from loans (other than to participants) | 2017-12-31 | $1,401 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $305,830 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $236,218 |
Employer contributions (assets) at end of year | 2017-12-31 | $4,386 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $357,434 |
Contract administrator fees | 2017-12-31 | $5,036 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | THOMAS, JUDY AND TUCKER |
Accountancy firm EIN | 2017-12-31 | 561965804 |