401k Plan data: THERMA 401K PROFIT SHARING PLAN plan

THERMA 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	THERMA 401K PROFIT SHARING PLAN
Plan identification number	002

THERMA 401K PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
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

THERMA HOLDINGS LLC has sponsored the creation of one or more 401k plans.

Company Name: THERMA HOLDINGS LLC

Employer identification number (EIN): 820940374

NAIC Classification: 238220
NAIC Description: Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THERMA 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2019-01-01 JEFFREY SPRAU 2020-08-18 JEFFREY SPRAU 2020-08-18
002 2018-01-01 JOSEPH PARISI 2019-05-16 JOSEPH PARISI 2019-05-16
002 2017-01-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2019-01-01	JEFFREY SPRAU	2020-08-18	JEFFREY SPRAU	2020-08-18
002	2018-01-01	JOSEPH PARISI	2019-05-16	JOSEPH PARISI	2019-05-16
002	2017-01-01

Plan Statistics for THERMA 401K PROFIT SHARING PLAN

401k plan membership statisitcs for THERMA 401K PROFIT SHARING PLAN

Measure Date Value
2019: THERMA 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 187
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 278
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 39
Total of all active and inactive participants 2019-01-01 317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 317
Number of participants with account balances 2019-01-01 255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: THERMA 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 129
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 175
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 12
Total of all active and inactive participants 2018-01-01 187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 187
Number of participants with account balances 2018-01-01 140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: THERMA 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 126
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 118
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 11
Total of all active and inactive participants 2017-01-01 129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 129
Number of participants with account balances 2017-01-01 115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0

Measure	Date	Value
2019: THERMA 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	187
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	278
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	39
Total of all active and inactive participants	2019-01-01	317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	317
Number of participants with account balances	2019-01-01	255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: THERMA 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	129
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	175
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	12
Total of all active and inactive participants	2018-01-01	187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	187
Number of participants with account balances	2018-01-01	140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: THERMA 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	126
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	118
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	11
Total of all active and inactive participants	2017-01-01	129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	129
Number of participants with account balances	2017-01-01	115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0

Financial Data on THERMA 401K PROFIT SHARING PLAN

Measure	Date	Value
2019 : THERMA 401K PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$5,349,735
Total transfer of assets to this plan	2019-12-31	$5,349,735
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$2,232
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$2,232
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$1,780
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$1,780
Total income from all sources (including contributions)	2019-12-31	$6,007,752
Total income from all sources (including contributions)	2019-12-31	$6,007,752
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$3,164,182
Total of all expenses incurred	2019-12-31	$3,164,182
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$3,161,927
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$3,161,927
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$3,232,893
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$3,232,893
Value of total assets at end of year	2019-12-31	$21,139,908
Value of total assets at end of year	2019-12-31	$21,139,908
Value of total assets at beginning of year	2019-12-31	$12,946,151
Value of total assets at beginning of year	2019-12-31	$12,946,151
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$2,255
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$2,255
Total interest from all sources	2019-12-31	$2,699
Total interest from all sources	2019-12-31	$2,699
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,650,216
Contributions received from participants	2019-12-31	$1,650,216
Participant contributions at end of year	2019-12-31	$26,219
Participant contributions at end of year	2019-12-31	$26,219
Participant contributions at beginning of year	2019-12-31	$11,448
Participant contributions at beginning of year	2019-12-31	$11,448
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$20,027,456
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$20,027,456
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$12,288,886
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$12,288,886
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$780,203
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$780,203
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$1,991
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$1,991
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$1,780
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$1,780
Other income not declared elsewhere	2019-12-31	$2,772,160
Other income not declared elsewhere	2019-12-31	$2,772,160
Administrative expenses (other) incurred	2019-12-31	$25
Administrative expenses (other) incurred	2019-12-31	$25
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$2,843,570
Value of net income/loss	2019-12-31	$2,843,570
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$21,137,676
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$21,137,676
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$12,944,371
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$12,944,371
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$320,715
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$320,715
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$236,693
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$236,693
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$236,693
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$236,693
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$2,699
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$2,699
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$802,474
Contributions received in cash from employer	2019-12-31	$802,474
Employer contributions (assets) at end of year	2019-12-31	$765,518
Employer contributions (assets) at end of year	2019-12-31	$765,518
Employer contributions (assets) at beginning of year	2019-12-31	$409,124
Employer contributions (assets) at beginning of year	2019-12-31	$409,124
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$3,161,927
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$3,161,927
Contract administrator fees	2019-12-31	$2,230
Contract administrator fees	2019-12-31	$2,230
Liabilities. Value of benefit claims payable at end of year	2019-12-31	$241
Liabilities. Value of benefit claims payable at end of year	2019-12-31	$241
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$0
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Accountancy firm name	2019-12-31	PLANTE & MORAN, PLLC
Accountancy firm name	2019-12-31	PLANTE & MORAN, PLLC
Accountancy firm EIN	2019-12-31	381357951
Accountancy firm EIN	2019-12-31	381357951
2018 : THERMA 401K PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$1,780
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$1,680
Total income from all sources (including contributions)	2018-12-31	$767,429
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$680,268
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$673,156
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,371,804
Value of total assets at end of year	2018-12-31	$12,946,151
Value of total assets at beginning of year	2018-12-31	$12,858,890
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$7,112
Total interest from all sources	2018-12-31	$1,251
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	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$931,645
Participant contributions at end of year	2018-12-31	$11,448
Participant contributions at beginning of year	2018-12-31	$6,329
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$12,288,886
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$12,240,987
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$25,536
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$1,780
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$1,680
Other income not declared elsewhere	2018-12-31	$-605,626
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	$87,161
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$12,944,371
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$12,857,210
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 bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$236,693
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$244,341
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$244,341
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$1,251
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	No
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	$414,623
Employer contributions (assets) at end of year	2018-12-31	$409,124
Employer contributions (assets) at beginning of year	2018-12-31	$367,233
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$673,156
Contract administrator fees	2018-12-31	$7,112
Liabilities. Value of benefit claims payable at end of year	2018-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2018-12-31	$0
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	No
Opinion of an independent qualified public accountant for this plan	2018-12-31	Unqualified
Accountancy firm name	2018-12-31	PLANT & MORAN, PLLC
Accountancy firm EIN	2018-12-31	381357951
2017 : THERMA 401K PROFIT SHARING PLAN 2017 401k financial data
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	$1,680
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$2,100
Total income from all sources (including contributions)	2017-12-31	$2,788,502
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$942,296
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$940,576
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,239,377
Value of total assets at end of year	2017-12-31	$12,858,890
Value of total assets at beginning of year	2017-12-31	$11,013,104
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$1,720
Total interest from all sources	2017-12-31	$182
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	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$845,429
Participant contributions at end of year	2017-12-31	$6,329
Participant contributions at beginning of year	2017-12-31	$6,754
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$12,240,987
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$10,120,708
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$21,140
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$1,680
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$2,100
Other income not declared elsewhere	2017-12-31	$1,548,943
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	$1,846,206
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$12,857,210
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$11,011,004
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 bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$244,341
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$563,385
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$563,385
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$182
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	$372,808
Employer contributions (assets) at end of year	2017-12-31	$367,233
Employer contributions (assets) at beginning of year	2017-12-31	$322,257
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$940,576
Contract administrator fees	2017-12-31	$1,720
Liabilities. Value of benefit claims payable at end of year	2017-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2017-12-31	$0
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	No
Opinion of an independent qualified public accountant for this plan	2017-12-31	Unqualified
Accountancy firm name	2017-12-31	EKS & H
Accountancy firm EIN	2017-12-31	461497033

Form 5500 Responses for THERMA 401K PROFIT SHARING PLAN

2019: THERMA 401K PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: THERMA 401K PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: THERMA 401K PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	THERMA HOLDINGS LLC
Employer identification number (EIN):	820940374
NAIC Classification:	238220
NAIC Description:	Plumbing, Heating, and Air-Conditioning Contractors