401k Plan data: ORANGE STREET MECHANICAL, LLC 401(K) PROFIT SHARING PLAN plan

ORANGE STREET MECHANICAL, LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	ORANGE STREET MECHANICAL, LLC 401(K) PROFIT SHARING PLAN
Plan identification number	001

ORANGE STREET MECHANICAL, LLC 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
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.
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.

401k Sponsoring company profile

ORANGE STREET MECHANICAL, LLC has sponsored the creation of one or more 401k plans.

Company Name: ORANGE STREET MECHANICAL, LLC

Employer identification number (EIN): 841668947

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORANGE STREET MECHANICAL, LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01 DAVID WILLIS 2021-09-23

Plan Statistics for ORANGE STREET MECHANICAL, LLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for ORANGE STREET MECHANICAL, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2025: ORANGE STREET MECHANICAL, LLC 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-06-09 7
Total number of particpants at end of year 2025-06-09 7
Number of Participants With Account Balances 2025-06-09 7
2024: ORANGE STREET MECHANICAL, LLC 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-07-24 6
Total number of particpants at end of year 2024-07-24 7
Number of Participants With Account Balances 2024-07-24 7
2022: ORANGE STREET MECHANICAL, LLC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year 2022-09-23 10
Total number of particpants at end of year 2022-09-23 10
Number of Participants With Account Balances 2022-09-23 0
2020: ORANGE STREET MECHANICAL, LLC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 14
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 1
Total of all active and inactive participants 2020-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 15
Number of participants with account balances 2020-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0

Measure	Date	Value
2025: ORANGE STREET MECHANICAL, LLC 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-06-09	7
Total number of particpants at end of year	2025-06-09	7
Number of Participants With Account Balances	2025-06-09	7
2024: ORANGE STREET MECHANICAL, LLC 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-07-24	6
Total number of particpants at end of year	2024-07-24	7
Number of Participants With Account Balances	2024-07-24	7
2022: ORANGE STREET MECHANICAL, LLC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year	2022-09-23	10
Total number of particpants at end of year	2022-09-23	10
Number of Participants With Account Balances	2022-09-23	0
2020: ORANGE STREET MECHANICAL, LLC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	14
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	1
Total of all active and inactive participants	2020-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	15
Number of participants with account balances	2020-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0

Financial Data on ORANGE STREET MECHANICAL, LLC 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2025 : ORANGE STREET MECHANICAL, LLC 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-06-09	4999
Net assets as of the end of the plan year	2025-06-09	209164
Total assets as of the beginning of the plan year	2025-06-09	109583
Value of plan covered by a fidelity bond	2025-06-09	30000
Participant contributions to plan in this plan year	2025-06-09	69583
Other income to plan in this plan year	2025-06-09	17460
Plan net income in this plan year	2025-06-09	99581
Net assets as of the end of the plan year	2025-06-09	209164
Net assets as of the beginning of the plan year	2025-06-09	109583
Employer contributions to plan in this plan year	2025-06-09	17537
Expensese paid to adminstrative service provicers from plan in this plan year	2025-06-09	4999
2024 : ORANGE STREET MECHANICAL, LLC 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-07-24	1318
Net assets as of the end of the plan year	2024-07-24	109583
Total assets as of the beginning of the plan year	2024-07-24	21401
Value of plan covered by a fidelity bond	2024-07-24	10000
Participant contributions to plan in this plan year	2024-07-24	61840
Other contributions to plan in this plan year	2024-07-24	2474
Other income to plan in this plan year	2024-07-24	9794
Plan net income in this plan year	2024-07-24	88182
Net assets as of the end of the plan year	2024-07-24	109583
Net assets as of the beginning of the plan year	2024-07-24	21401
Employer contributions to plan in this plan year	2024-07-24	15392
Expensese paid to adminstrative service provicers from plan in this plan year	2024-07-24	1318
2022 : ORANGE STREET MECHANICAL, LLC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-09-23	90
Net assets as of the end of the plan year	2022-09-23	15509
Total assets as of the beginning of the plan year	2022-09-23	3347
Value of plan covered by a fidelity bond	2022-09-23	10000
Participant contributions to plan in this plan year	2022-09-23	5833
Other income to plan in this plan year	2022-09-23	1376
Plan net income in this plan year	2022-09-23	12162
Net assets as of the end of the plan year	2022-09-23	15509
Net assets as of the beginning of the plan year	2022-09-23	3347
Employer contributions to plan in this plan year	2022-09-23	5043
2020 : ORANGE STREET MECHANICAL, LLC 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$3,349
Expenses. Total of all expenses incurred	2020-12-31	$2
Total plan assets at end of year	2020-12-31	$3,347
Total plan assets at beginning of year	2020-12-31	$0
Value of fidelity bond covering the plan	2020-12-31	$1,000
Total contributions received or receivable from participants	2020-12-31	$1,539
Other income received	2020-12-31	$271
Net income (gross income less expenses)	2020-12-31	$3,347
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$3,347
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$1,539
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$2

Form 5500 Responses for ORANGE STREET MECHANICAL, LLC 401(K) PROFIT SHARING PLAN

2020: ORANGE STREET MECHANICAL, LLC 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	First time form 5500 has been submitted	Yes
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number	613953
Policy instance	1

Potentially related plans

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Company Name:	ORANGE STREET MECHANICAL, LLC
Employer identification number (EIN):	841668947
NAIC Classification:	238220
NAIC Description:	Plumbing, Heating, and Air-Conditioning Contractors

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01	DAVID WILLIS	2021-09-23