401k Plan data: SCHAAFSMA HEATING & COOLING, LLC RETIREMENT PLAN plan

SCHAAFSMA HEATING & COOLING, LLC RETIREMENT PLAN 401k Plan overview

Plan Name	SCHAAFSMA HEATING & COOLING, LLC RETIREMENT PLAN
Plan identification number	001

SCHAAFSMA HEATING & COOLING, LLC RETIREMENT PLAN Benefits

401k Plan Type

Defined 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SCHAAFSMA HEATING & COOLING, LLC has sponsored the creation of one or more 401k plans.

Company Name: SCHAAFSMA HEATING & COOLING, LLC

Employer identification number (EIN): 862495053

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCHAAFSMA HEATING & COOLING, LLC RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 KEVIN WALSH 2023-04-06
001 2022-01-01 KEVIN WALSH 2023-03-09
001 2021-01-01 KEVIN WALSH 2022-05-10 KEVIN WALSH 2022-05-10

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	KEVIN WALSH	2023-04-06
001	2022-01-01	KEVIN WALSH	2023-03-09
001	2021-01-01	KEVIN WALSH	2022-05-10	KEVIN WALSH	2022-05-10

Financial Data on SCHAAFSMA HEATING & COOLING, LLC RETIREMENT PLAN

Measure	Date	Value
2022 : SCHAAFSMA HEATING & COOLING, LLC RETIREMENT PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-05-10	52730
Net assets as of the end of the plan year	2022-05-10	985025
Total assets as of the beginning of the plan year	2022-05-10	804258
Value of plan covered by a fidelity bond	2022-05-10	100000
Participant contributions to plan in this plan year	2022-05-10	110950
Value of participant loans at end of plan year	2022-05-10	17616
Other income to plan in this plan year	2022-05-10	111679
Plan net income in this plan year	2022-05-10	180767
Net assets as of the end of the plan year	2022-05-10	985025
Net assets as of the beginning of the plan year	2022-05-10	804258
Employer contributions to plan in this plan year	2022-05-10	10868
Fees paid to broker by Benefit Provider	2022-05-10	2
Expensese paid to adminstrative service provicers from plan in this plan year	2022-05-10	7105

Potentially related plans

SCHAAFSMA HEATING COMPANY RETIREMENT PLAN [EIN = 383606529]

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Company Name:	SCHAAFSMA HEATING & COOLING, LLC
Employer identification number (EIN):	862495053
NAIC Classification:	238220
NAIC Description:	Plumbing, Heating, and Air-Conditioning Contractors