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HACI MECHANICAL CONTRACTORS, INC. 401(K) PLAN 401k Plan overview

Plan NameHACI MECHANICAL CONTRACTORS, INC. 401(K) PLAN
Plan identification number 001

HACI MECHANICAL CONTRACTORS, 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.
  • 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

HACI MECHANICAL CONTRACTORS, INC. has sponsored the creation of one or more 401k plans.

Company Name:HACI MECHANICAL CONTRACTORS, INC.
Employer identification number (EIN):860269891
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HACI MECHANICAL CONTRACTORS, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01SHAWN T. PARKER, CPC, QPA, ERPA2023-09-15
0012021-01-01SHAWN T. PARKER, CPC, QPA, ERPA2022-09-13
0012020-01-01SHAWN T. PARKER, CPC, QPA, ERPA2021-09-30
0012019-01-01
0012018-01-01
0012017-01-01KEITH BIEBER KEITH BIEBER2018-10-02
0012016-01-01KEITH BIEBER KEITH BIEBER2017-10-02
0012015-01-01KEITH BIEBER KEITH BIEBER2016-09-22
0012014-01-01KEITH BIEBER KEITH BIEBER2015-09-28
0012013-01-01KEITH BIEBER KEITH BIEBER2014-09-30
0012012-01-01KEITH BIEBER KEITH BIEBER2013-10-07
0012011-01-01KEITH BIEBER KEITH BIEBER2012-10-03
0012010-01-01KEITH BIEBER KEITH BIEBER2012-10-03
0012009-01-01KEITH BIEBER KEITH BIEBER2010-09-29

Plan Statistics for HACI MECHANICAL CONTRACTORS, INC. 401(K) PLAN

401k plan membership statisitcs for HACI MECHANICAL CONTRACTORS, INC. 401(K) PLAN

Measure Date Value
2022: HACI MECHANICAL CONTRACTORS, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01268
Total number of active participants reported on line 7a of the Form 55002022-01-01203
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0120
Total of all active and inactive participants2022-01-01223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01223
Number of participants with account balances2022-01-01202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0112
2021: HACI MECHANICAL CONTRACTORS, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01340
Total number of active participants reported on line 7a of the Form 55002021-01-01224
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0125
Total of all active and inactive participants2021-01-01249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01249
Number of participants with account balances2021-01-01235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0113
2020: HACI MECHANICAL CONTRACTORS, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01253
Total number of active participants reported on line 7a of the Form 55002020-01-01272
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0123
Total of all active and inactive participants2020-01-01295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01295
Number of participants with account balances2020-01-01225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: HACI MECHANICAL CONTRACTORS, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01237
Total number of active participants reported on line 7a of the Form 55002019-01-01201
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0123
Total of all active and inactive participants2019-01-01224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01224
Number of participants with account balances2019-01-01182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013
2018: HACI MECHANICAL CONTRACTORS, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01183
Total number of active participants reported on line 7a of the Form 55002018-01-01164
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0120
Total of all active and inactive participants2018-01-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01184
Number of participants with account balances2018-01-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-013
2017: HACI MECHANICAL CONTRACTORS, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01177
Total number of active participants reported on line 7a of the Form 55002017-01-01147
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0120
Total of all active and inactive participants2017-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01167
Number of participants with account balances2017-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0114
2016: HACI MECHANICAL CONTRACTORS, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01202
Total number of active participants reported on line 7a of the Form 55002016-01-01147
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0121
Total of all active and inactive participants2016-01-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01168
Number of participants with account balances2016-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0113
2015: HACI MECHANICAL CONTRACTORS, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01188
Total number of active participants reported on line 7a of the Form 55002015-01-01160
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0121
Total of all active and inactive participants2015-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01181
Number of participants with account balances2015-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: HACI MECHANICAL CONTRACTORS, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01204
Total number of active participants reported on line 7a of the Form 55002014-01-01157
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0125
Total of all active and inactive participants2014-01-01182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01182
Number of participants with account balances2014-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-019
2013: HACI MECHANICAL CONTRACTORS, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01210
Total number of active participants reported on line 7a of the Form 55002013-01-01157
Number of other retired or separated participants entitled to future benefits2013-01-0124
Total of all active and inactive participants2013-01-01181
Total participants2013-01-01181
Number of participants with account balances2013-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: HACI MECHANICAL CONTRACTORS, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01185
Total number of active participants reported on line 7a of the Form 55002012-01-01152
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0121
Total of all active and inactive participants2012-01-01173
Total participants2012-01-01173
Number of participants with account balances2012-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: HACI MECHANICAL CONTRACTORS, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01138
Total number of active participants reported on line 7a of the Form 55002011-01-01122
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0120
Total of all active and inactive participants2011-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01142
Number of participants with account balances2011-01-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2010: HACI MECHANICAL CONTRACTORS, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01162
Total number of active participants reported on line 7a of the Form 55002010-01-01107
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0127
Total of all active and inactive participants2010-01-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01134
Number of participants with account balances2010-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: HACI MECHANICAL CONTRACTORS, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01223
Total number of active participants reported on line 7a of the Form 55002009-01-01109
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0131
Total of all active and inactive participants2009-01-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01140
Number of participants with account balances2009-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0115

Financial Data on HACI MECHANICAL CONTRACTORS, INC. 401(K) PLAN

Measure Date Value
2022 : HACI MECHANICAL CONTRACTORS, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
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$0
Total income from all sources (including contributions)2022-12-31$-712,368
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$976,557
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$962,553
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$991,081
Value of total assets at end of year2022-12-31$10,221,874
Value of total assets at beginning of year2022-12-31$11,910,799
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$14,004
Total interest from all sources2022-12-31$10,802
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$738,493
Participant contributions at end of year2022-12-31$197,595
Participant contributions at beginning of year2022-12-31$224,492
Total non interest bearing cash at end of year2022-12-31$7,546
Total non interest bearing cash at beginning of year2022-12-31$4,223
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,688,925
Value of net assets at end of year (total assets less liabilities)2022-12-31$10,221,874
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$11,910,799
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$711,510
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$811,928
Value of interest in pooled separate accounts at end of year2022-12-31$9,231,109
Value of interest in pooled separate accounts at beginning of year2022-12-31$10,863,046
Income. Interest from loans (other than to participants)2022-12-31$10,241
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$561
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$74,114
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$7,110
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,714,251
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 contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$252,588
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$962,553
Contract administrator fees2022-12-31$14,004
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 name2022-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2022-12-31431947695
2021 : HACI MECHANICAL CONTRACTORS, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
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$2,414,680
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$700,331
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$691,586
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,006,014
Value of total assets at end of year2021-12-31$11,910,799
Value of total assets at beginning of year2021-12-31$10,196,450
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$8,745
Total interest from all sources2021-12-31$11,078
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
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$738,422
Participant contributions at end of year2021-12-31$224,492
Participant contributions at beginning of year2021-12-31$224,466
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$8,875
Administrative expenses (other) incurred2021-12-31$2,024
Total non interest bearing cash at end of year2021-12-31$4,223
Total non interest bearing cash at beginning of year2021-12-31$6,591
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$1,714,349
Value of net assets at end of year (total assets less liabilities)2021-12-31$11,910,799
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$10,196,450
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$811,928
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$733,666
Value of interest in pooled separate accounts at end of year2021-12-31$10,863,046
Value of interest in pooled separate accounts at beginning of year2021-12-31$9,224,759
Interest on participant loans2021-12-31$10,939
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$139
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$7,110
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$6,968
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,397,588
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 contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$258,717
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$691,586
Contract administrator fees2021-12-31$6,721
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 name2021-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2021-12-31431947695
2020 : HACI MECHANICAL CONTRACTORS, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
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$2,167,386
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$416,227
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$400,128
Expenses. Certain deemed distributions of participant loans2020-12-31$3,128
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$910,774
Value of total assets at end of year2020-12-31$10,196,450
Value of total assets at beginning of year2020-12-31$8,445,291
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$12,971
Total interest from all sources2020-12-31$13,713
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$13,780
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$13,780
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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$654,467
Participant contributions at end of year2020-12-31$224,466
Participant contributions at beginning of year2020-12-31$230,017
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,617
Other income not declared elsewhere2020-12-31$8
Administrative expenses (other) incurred2020-12-31$308
Total non interest bearing cash at end of year2020-12-31$6,591
Total non interest bearing cash at beginning of year2020-12-31$10,184
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$1,751,159
Value of net assets at end of year (total assets less liabilities)2020-12-31$10,196,450
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$8,445,291
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$733,666
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$814,610
Value of interest in pooled separate accounts at end of year2020-12-31$9,224,759
Value of interest in pooled separate accounts at beginning of year2020-12-31$7,381,947
Interest on participant loans2020-12-31$13,571
Interest earned on other investments2020-12-31$142
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$6,968
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$8,533
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$66,647
Net investment gain/loss from pooled separate accounts2020-12-31$1,162,464
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 contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$253,690
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$400,128
Contract administrator fees2020-12-31$12,663
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31WEINTRAUB & SCHANCK, PC
Accountancy firm EIN2020-12-31300140762
2019 : HACI MECHANICAL CONTRACTORS, INC. 401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$3,419
Total unrealized appreciation/depreciation of assets2019-12-31$3,419
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,996
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,144,441
Total of all expenses incurred2019-12-31$894,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$880,719
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$823,733
Value of total assets at end of year2019-12-31$8,445,291
Value of total assets at beginning of year2019-12-31$7,197,195
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$13,630
Total interest from all sources2019-12-31$14,457
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$23,074
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$23,074
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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
Contributions received from participants2019-12-31$572,464
Participant contributions at end of year2019-12-31$230,017
Participant contributions at beginning of year2019-12-31$207,290
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$26,705
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Other income not declared elsewhere2019-12-31$2,012
Administrative expenses (other) incurred2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$10,184
Total non interest bearing cash at beginning of year2019-12-31$2,402
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
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$1,250,092
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,445,291
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,195,199
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 leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$8,650
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$814,610
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$669,958
Value of interest in pooled separate accounts at end of year2019-12-31$7,381,947
Value of interest in pooled separate accounts at beginning of year2019-12-31$6,110,963
Interest on participant loans2019-12-31$11,846
Interest earned on other investments2019-12-31$2,611
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$8,533
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$206,582
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$92,613
Net investment gain/loss from pooled separate accounts2019-12-31$1,185,133
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 contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$224,564
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$880,719
Contract administrator fees2019-12-31$4,980
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$1,996
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WEINTRAUB & SCHANCK, P.C.
Accountancy firm EIN2019-12-31300140762
2018 : HACI MECHANICAL CONTRACTORS, INC. 401(K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-3,419
Total unrealized appreciation/depreciation of assets2018-12-31$-3,419
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,996
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$4,434
Total income from all sources (including contributions)2018-12-31$100,396
Total of all expenses incurred2018-12-31$245,481
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$232,293
Value of total corrective distributions2018-12-31$2,489
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$601,676
Value of total assets at end of year2018-12-31$7,197,195
Value of total assets at beginning of year2018-12-31$7,344,718
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$10,699
Total interest from all sources2018-12-31$9,980
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$12,405
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$12,405
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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$433,024
Participant contributions at end of year2018-12-31$207,290
Participant contributions at beginning of year2018-12-31$235,639
Assets. Other investments not covered elsewhere at end of year2018-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,681
Other income not declared elsewhere2018-12-31$2,017
Total non interest bearing cash at end of year2018-12-31$2,402
Total non interest bearing cash at beginning of year2018-12-31$1,651
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-145,085
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,195,199
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$7,340,284
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$669,958
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$7,107,428
Value of interest in pooled separate accounts at end of year2018-12-31$6,110,963
Interest on participant loans2018-12-31$9,431
Interest earned on other investments2018-12-31$549
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$206,582
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-55,929
Net investment gain/loss from pooled separate accounts2018-12-31$-466,334
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$165,971
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$232,293
Contract administrator fees2018-12-31$10,699
Liabilities. Value of benefit claims payable at end of year2018-12-31$1,996
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$4,434
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 name2018-12-31WEINTRAUB & SCHANCK, P.C.
Accountancy firm EIN2018-12-31300140762
2017 : HACI MECHANICAL CONTRACTORS, INC. 401(K) PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$4,434
Total income from all sources (including contributions)2017-12-31$1,514,358
Total of all expenses incurred2017-12-31$1,150,557
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,138,147
Expenses. Certain deemed distributions of participant loans2017-12-31$4,160
Value of total corrective distributions2017-12-31$4,434
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$456,419
Value of total assets at end of year2017-12-31$7,344,718
Value of total assets at beginning of year2017-12-31$6,976,483
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,816
Total interest from all sources2017-12-31$10,588
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,096
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$1,096
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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$343,541
Participant contributions at end of year2017-12-31$235,639
Participant contributions at beginning of year2017-12-31$277,890
Participant contributions at beginning of year2017-12-31$73
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Other income not declared elsewhere2017-12-31$1,384
Total non interest bearing cash at end of year2017-12-31$1,651
Total non interest bearing cash at beginning of year2017-12-31$10,750
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$363,801
Value of net assets at end of year (total assets less liabilities)2017-12-31$7,340,284
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,976,483
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
Investment advisory and management fees2017-12-31$612
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$7,107,428
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$6,687,743
Interest on participant loans2017-12-31$10,588
Interest earned on other investments2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,098
Net investment gain/loss from pooled separate accounts2017-12-31$1,042,773
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$112,878
Employer contributions (assets) at beginning of year2017-12-31$27
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,138,147
Contract administrator fees2017-12-31$3,204
Liabilities. Value of benefit claims payable at end of year2017-12-31$4,434
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
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 name2017-12-31WEINTRAUB & SCHANCK, P.C.
Accountancy firm EIN2017-12-31300140762
2016 : HACI MECHANICAL CONTRACTORS, INC. 401(K) PLAN 2016 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$12,230
Total income from all sources (including contributions)2016-12-31$849,746
Total of all expenses incurred2016-12-31$235,236
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$232,445
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$422,765
Value of total assets at end of year2016-12-31$6,976,483
Value of total assets at beginning of year2016-12-31$6,374,203
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,791
Total interest from all sources2016-12-31$13,739
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$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$312,752
Participant contributions at end of year2016-12-31$277,890
Participant contributions at beginning of year2016-12-31$355,211
Participant contributions at end of year2016-12-31$73
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$6,680
Other income not declared elsewhere2016-12-31$2,415
Total non interest bearing cash at end of year2016-12-31$10,750
Total non interest bearing cash at beginning of year2016-12-31$18,556
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$614,510
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,976,483
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,361,973
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$6,687,743
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,997,593
Interest on participant loans2016-12-31$13,733
Interest earned on other investments2016-12-31$6
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,843
Net investment gain/loss from pooled separate accounts2016-12-31$410,827
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$103,333
Employer contributions (assets) at end of year2016-12-31$27
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$232,445
Contract administrator fees2016-12-31$2,791
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$12,230
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 name2016-12-31WEINTRAUB & SCHANCK, P.C.
Accountancy firm EIN2016-12-31300140762
2015 : HACI MECHANICAL CONTRACTORS, INC. 401(K) PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$12,230
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$8,028
Total income from all sources (including contributions)2015-12-31$404,260
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$311,441
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$295,569
Value of total corrective distributions2015-12-31$12,230
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$481,969
Value of total assets at end of year2015-12-31$6,374,203
Value of total assets at beginning of year2015-12-31$6,277,182
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,642
Total interest from all sources2015-12-31$11,339
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$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$350,452
Participant contributions at end of year2015-12-31$355,211
Participant contributions at beginning of year2015-12-31$146,045
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$0
Other income not declared elsewhere2015-12-31$6,155
Total non interest bearing cash at end of year2015-12-31$18,556
Total non interest bearing cash at beginning of year2015-12-31$11,930
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$92,819
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,361,973
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,269,154
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$5,997,593
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,119,207
Interest on participant loans2015-12-31$11,334
Interest earned on other investments2015-12-31$5
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,843
Net investment gain/loss from pooled separate accounts2015-12-31$-95,203
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 contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$131,517
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$295,569
Contract administrator fees2015-12-31$3,642
Liabilities. Value of benefit claims payable at end of year2015-12-31$12,230
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$8,028
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 name2015-12-31WEINTRAUB & SCHANCK, P.C.
Accountancy firm EIN2015-12-31300140762
2014 : HACI MECHANICAL CONTRACTORS, INC. 401(K) PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$8,028
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$15,811
Total income from all sources (including contributions)2014-12-31$754,300
Total of all expenses incurred2014-12-31$286,470
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$276,794
Value of total corrective distributions2014-12-31$8,028
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$461,471
Value of total assets at end of year2014-12-31$6,277,182
Value of total assets at beginning of year2014-12-31$5,817,135
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,648
Total interest from all sources2014-12-31$5,401
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$332,628
Participant contributions at end of year2014-12-31$146,045
Participant contributions at beginning of year2014-12-31$152,980
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$6,526
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$6,598
Total non interest bearing cash at end of year2014-12-31$11,930
Total non interest bearing cash at beginning of year2014-12-31$7,713
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$467,830
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,269,154
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,801,324
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$6,119,207
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,656,442
Interest on participant loans2014-12-31$5,401
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$280,830
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 contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$122,317
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$276,794
Contract administrator fees2014-12-31$1,648
Liabilities. Value of benefit claims payable at end of year2014-12-31$8,028
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$15,811
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 name2014-12-31WEINTRAUB & SCHANCK, P.C.
Accountancy firm EIN2014-12-31300140762
2013 : HACI MECHANICAL CONTRACTORS, INC. 401(K) PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$15,811
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$8,785
Total income from all sources (including contributions)2013-12-31$1,191,910
Total of all expenses incurred2013-12-31$224,223
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$206,500
Value of total corrective distributions2013-12-31$15,811
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$410,322
Value of total assets at end of year2013-12-31$5,817,135
Value of total assets at beginning of year2013-12-31$4,842,422
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,912
Total interest from all sources2013-12-31$7,396
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$304,294
Participant contributions at end of year2013-12-31$152,980
Participant contributions at beginning of year2013-12-31$188,020
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$85
Other income not declared elsewhere2013-12-31$1,843
Total non interest bearing cash at end of year2013-12-31$7,713
Total non interest bearing cash at beginning of year2013-12-31$4,191
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$967,687
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,801,324
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,833,637
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$5,656,442
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,650,211
Interest on participant loans2013-12-31$7,396
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$772,349
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 contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$106,028
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$206,500
Contract administrator fees2013-12-31$1,912
Liabilities. Value of benefit claims payable at end of year2013-12-31$15,811
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$8,700
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 name2013-12-31WEINTRAUB & SCHANCK, P.C.
Accountancy firm EIN2013-12-31300140762
2012 : HACI MECHANICAL CONTRACTORS, INC. 401(K) PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$8,785
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$5,808
Total income from all sources (including contributions)2012-12-31$995,510
Total of all expenses incurred2012-12-31$124,628
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$114,420
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Value of total corrective distributions2012-12-31$8,700
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$458,283
Value of total assets at end of year2012-12-31$4,842,422
Value of total assets at beginning of year2012-12-31$3,968,563
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,508
Total interest from all sources2012-12-31$6,981
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$613
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$400,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$318,093
Participant contributions at end of year2012-12-31$188,020
Participant contributions at beginning of year2012-12-31$144,315
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$38,950
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$85
Total non interest bearing cash at end of year2012-12-31$4,191
Total non interest bearing cash at beginning of year2012-12-31$12,447
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$870,882
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,833,637
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,962,755
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$4,650,211
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,811,801
Interest on participant loans2012-12-31$6,981
Net investment gain/loss from pooled separate accounts2012-12-31$530,246
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 contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$101,240
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$114,420
Contract administrator fees2012-12-31$895
Liabilities. Value of benefit claims payable at end of year2012-12-31$8,700
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$5,808
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 name2012-12-31WEINTRAUB & SCHANCK, P.C.
Accountancy firm EIN2012-12-31300140762
2011 : HACI MECHANICAL CONTRACTORS, INC. 401(K) PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$5,808
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$10,421
Total income from all sources (including contributions)2011-12-31$405,059
Total of all expenses incurred2011-12-31$381,374
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$374,812
Value of total corrective distributions2011-12-31$5,808
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$511,596
Value of total assets at end of year2011-12-31$3,968,563
Value of total assets at beginning of year2011-12-31$3,949,491
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$754
Total interest from all sources2011-12-31$7,562
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$130
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$400,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$267,386
Participant contributions at end of year2011-12-31$144,315
Participant contributions at beginning of year2011-12-31$160,570
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$153,887
Total non interest bearing cash at end of year2011-12-31$12,447
Total non interest bearing cash at beginning of year2011-12-31$10,580
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$23,685
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,962,755
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,939,070
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$3,811,801
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,778,341
Interest on participant loans2011-12-31$7,562
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Net investment gain/loss from pooled separate accounts2011-12-31$-114,099
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 contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$90,323
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$374,812
Contract administrator fees2011-12-31$624
Liabilities. Value of benefit claims payable at end of year2011-12-31$5,808
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$10,421
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
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 name2011-12-31WEINTRAUB & SCHANCK, P.C.
Accountancy firm EIN2011-12-31300140762
2010 : HACI MECHANICAL CONTRACTORS, INC. 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$10,421
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$35,475
Total income from all sources (including contributions)2010-12-31$874,239
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$681,821
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$670,806
Value of total corrective distributions2010-12-31$10,421
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$436,632
Value of total assets at end of year2010-12-31$3,949,491
Value of total assets at beginning of year2010-12-31$3,782,127
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$594
Total interest from all sources2010-12-31$7,974
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
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$400,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$262,128
Participant contributions at end of year2010-12-31$160,570
Participant contributions at beginning of year2010-12-31$183,432
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$80,379
Total non interest bearing cash at end of year2010-12-31$10,580
Total non interest bearing cash at beginning of year2010-12-31$14,269
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$192,418
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,939,070
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,746,652
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 registered invesment companies (eg mutual funds) at end of year2010-12-31$3,778,341
Value of interest in pooled separate accounts at beginning of year2010-12-31$3,570,823
Interest on participant loans2010-12-31$7,682
Interest earned on other investments2010-12-31$292
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$13,603
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$429,633
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 contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$94,125
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$670,806
Contract administrator fees2010-12-31$594
Liabilities. Value of benefit claims payable at end of year2010-12-31$10,421
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$35,475
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WEINTRAUB & SCHANCK, P.C.
Accountancy firm EIN2010-12-31300140762

Form 5500 Responses for HACI MECHANICAL CONTRACTORS, INC. 401(K) PLAN

2022: HACI MECHANICAL CONTRACTORS, 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 - TrustYes
2021: HACI MECHANICAL CONTRACTORS, 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 - TrustYes
2020: HACI MECHANICAL CONTRACTORS, 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 - TrustYes
2019: HACI MECHANICAL CONTRACTORS, 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: HACI MECHANICAL CONTRACTORS, 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: HACI MECHANICAL CONTRACTORS, 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: HACI MECHANICAL CONTRACTORS, 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: HACI MECHANICAL CONTRACTORS, 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: HACI MECHANICAL CONTRACTORS, 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: HACI MECHANICAL CONTRACTORS, 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: HACI MECHANICAL CONTRACTORS, 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: HACI MECHANICAL CONTRACTORS, 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: HACI MECHANICAL CONTRACTORS, INC. 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
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: HACI MECHANICAL CONTRACTORS, 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

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number27892
Policy instance 1
Insurance contract or identification number27892
Number of Individuals Covered210
Insurance policy start date2022-01-01
Insurance policy end date2022-12-01
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?No
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number27892
Policy instance 1
Insurance contract or identification number27892
Number of Individuals Covered235
Insurance policy start date2021-01-01
Insurance policy end date2021-12-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $10,075
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?No
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees10075
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number27892
Policy instance 1
Insurance contract or identification number27892
Number of Individuals Covered225
Insurance policy start date2020-01-01
Insurance policy end date2020-12-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,835
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?No
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees2560
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number27892
Policy instance 1
Insurance contract or identification number27892
Number of Individuals Covered187
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 $7,518
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees7518
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number27892
Policy instance 1
Insurance contract or identification number27892
Number of Individuals Covered146
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 $5,653
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees5653
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number27892
Policy instance 1
Insurance contract or identification number27892
Number of Individuals Covered114
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 $3,602
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1480
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?5
Insurance broker namePENSION STRATEGIES, INC.

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