?>
Plan Name | HUNTER-DAVISSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN |
Plan identification number | 003 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | HUNTER-DAVISSON, INC. |
Employer identification number (EIN): | 930549473 |
NAIC Classification: | 238220 |
NAIC Description: | Plumbing, Heating, and Air-Conditioning Contractors |
Additional information about HUNTER-DAVISSON, INC.
Jurisdiction of Incorporation: | Oregon Secretary of State Corporations Division |
Incorporation Date: | 2065-11-08 |
Company Identification Number: | 7689615 |
Legal Registered Office Address: |
1800 SE PERSHING STREET PORTLAND United States of America (USA) 97202 |
More information about HUNTER-DAVISSON, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
003 | 2022-04-01 | ||||
003 | 2021-04-01 | ||||
003 | 2020-04-01 |
Measure | Date | Value |
---|---|---|
2022: HUNTER-DAVISSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-04-01 | 106 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-04-01 | 101 |
Number of other retired or separated participants entitled to future benefits | 2022-04-01 | 16 |
Total of all active and inactive participants | 2022-04-01 | 117 |
Total participants | 2022-04-01 | 117 |
Number of participants with account balances | 2022-04-01 | 117 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-04-01 | 15 |
2021: HUNTER-DAVISSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-04-01 | 114 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-04-01 | 99 |
Number of retired or separated participants receiving benefits | 2021-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-04-01 | 7 |
Total of all active and inactive participants | 2021-04-01 | 106 |
Total participants | 2021-04-01 | 106 |
Number of participants with account balances | 2021-04-01 | 106 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-04-01 | 19 |
2020: HUNTER-DAVISSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-04-01 | 111 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-04-01 | 111 |
Number of other retired or separated participants entitled to future benefits | 2020-04-01 | 2 |
Total of all active and inactive participants | 2020-04-01 | 113 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-04-01 | 0 |
Total participants | 2020-04-01 | 113 |
Number of participants with account balances | 2020-04-01 | 113 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-04-01 | 0 |
Measure | Date | Value |
---|---|---|
2023 : HUNTER-DAVISSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2023-03-31 | $1,000,000 |
Total unrealized appreciation/depreciation of assets | 2023-03-31 | $1,000,000 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-03-31 | $6,699,263 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-03-31 | $6,966,734 |
Expenses. Interest paid | 2023-03-31 | $81,287 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2023-03-31 | $81,287 |
Total income from all sources (including contributions) | 2023-03-31 | $1,350,338 |
Total of all expenses incurred | 2023-03-31 | $82,867 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-03-31 | $1,580 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-03-31 | $350,338 |
Value of total assets at end of year | 2023-03-31 | $3,240,000 |
Value of total assets at beginning of year | 2023-03-31 | $2,240,000 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-03-31 | No |
Was this plan covered by a fidelity bond | 2023-03-31 | Yes |
Value of fidelity bond cover | 2023-03-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2023-03-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2023-03-31 | No |
Total non interest bearing cash at end of year | 2023-03-31 | $0 |
Total non interest bearing cash at beginning of year | 2023-03-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-03-31 | No |
Value of net income/loss | 2023-03-31 | $1,267,471 |
Value of net assets at end of year (total assets less liabilities) | 2023-03-31 | $-3,459,263 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-03-31 | $-4,726,734 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-03-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2023-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2023-03-31 | No |
Assets. Invements in employer securities at end of year | 2023-03-31 | $3,240,000 |
Assets. Invements in employer securities at beginning of year | 2023-03-31 | $2,240,000 |
Contributions received in cash from employer | 2023-03-31 | $350,338 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-03-31 | $1,580 |
Did the plan have assets held for investment | 2023-03-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-03-31 | No |
Liabilities. Value of acquisition indebtedness at end of year | 2023-03-31 | $6,699,263 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2023-03-31 | $6,966,734 |
Opinion of an independent qualified public accountant for this plan | 2023-03-31 | Unqualified |
Accountancy firm name | 2023-03-31 | MOSS ADAMS LLP |
Accountancy firm EIN | 2023-03-31 | 910189318 |
2022 : HUNTER-DAVISSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2022-03-31 | $350,000 |
Total unrealized appreciation/depreciation of assets | 2022-03-31 | $350,000 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-03-31 | $6,966,734 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-03-31 | $7,231,579 |
Expenses. Interest paid | 2022-03-31 | $83,914 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2022-03-31 | $83,914 |
Total income from all sources (including contributions) | 2022-03-31 | $699,561 |
Total of all expenses incurred | 2022-03-31 | $84,716 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-03-31 | $802 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-03-31 | $349,561 |
Value of total assets at end of year | 2022-03-31 | $2,240,000 |
Value of total assets at beginning of year | 2022-03-31 | $1,890,000 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-03-31 | No |
Was this plan covered by a fidelity bond | 2022-03-31 | Yes |
Value of fidelity bond cover | 2022-03-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2022-03-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-03-31 | No |
Total non interest bearing cash at end of year | 2022-03-31 | $0 |
Total non interest bearing cash at beginning of year | 2022-03-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-03-31 | No |
Value of net income/loss | 2022-03-31 | $614,845 |
Value of net assets at end of year (total assets less liabilities) | 2022-03-31 | $-4,726,734 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-03-31 | $-5,341,579 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-03-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-03-31 | No |
Assets. Invements in employer securities at end of year | 2022-03-31 | $2,240,000 |
Assets. Invements in employer securities at beginning of year | 2022-03-31 | $1,890,000 |
Contributions received in cash from employer | 2022-03-31 | $349,561 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-03-31 | $802 |
Did the plan have assets held for investment | 2022-03-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-03-31 | No |
Liabilities. Value of acquisition indebtedness at end of year | 2022-03-31 | $6,966,734 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2022-03-31 | $7,231,579 |
Opinion of an independent qualified public accountant for this plan | 2022-03-31 | Unqualified |
Accountancy firm name | 2022-03-31 | MOSS ADAMS LLP |
Accountancy firm EIN | 2022-03-31 | 910189318 |
2021 : HUNTER-DAVISSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2021-03-31 | $-5,631,749 |
Total unrealized appreciation/depreciation of assets | 2021-03-31 | $-5,631,749 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-03-31 | $7,231,579 |
Expenses. Interest paid | 2021-03-31 | $58,589 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2021-03-31 | $58,589 |
Total income from all sources (including contributions) | 2021-03-31 | $-5,282,990 |
Total of all expenses incurred | 2021-03-31 | $58,589 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-03-31 | $348,759 |
Value of total assets at end of year | 2021-03-31 | $1,890,000 |
Value of total assets at beginning of year | 2021-03-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-03-31 | No |
Was this plan covered by a fidelity bond | 2021-03-31 | Yes |
Value of fidelity bond cover | 2021-03-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2021-03-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-03-31 | No |
Total non interest bearing cash at end of year | 2021-03-31 | $0 |
Total non interest bearing cash at beginning of year | 2021-03-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-03-31 | No |
Value of net income/loss | 2021-03-31 | $-5,341,579 |
Value of net assets at end of year (total assets less liabilities) | 2021-03-31 | $-5,341,579 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-03-31 | $0 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-03-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-03-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2021-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-03-31 | No |
Assets. Invements in employer securities at end of year | 2021-03-31 | $1,890,000 |
Contributions received in cash from employer | 2021-03-31 | $348,759 |
Did the plan have assets held for investment | 2021-03-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-03-31 | No |
Liabilities. Value of acquisition indebtedness at end of year | 2021-03-31 | $7,231,579 |
Opinion of an independent qualified public accountant for this plan | 2021-03-31 | Unqualified |
Accountancy firm name | 2021-03-31 | MOSS ADAMS LLP |
Accountancy firm EIN | 2021-03-31 | 910189318 |
2022: HUNTER-DAVISSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses | ||
---|---|---|
2022-04-01 | Type of plan entity | Single employer plan |
2022-04-01 | Submission has been amended | No |
2022-04-01 | This submission is the final filing | No |
2022-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-04-01 | Plan is a collectively bargained plan | No |
2022-04-01 | Plan funding arrangement – Trust | Yes |
2022-04-01 | Plan benefit arrangement - Trust | Yes |
2021: HUNTER-DAVISSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses | ||
2021-04-01 | Type of plan entity | Single employer plan |
2021-04-01 | Submission has been amended | No |
2021-04-01 | This submission is the final filing | No |
2021-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-04-01 | Plan is a collectively bargained plan | No |
2021-04-01 | Plan funding arrangement – Trust | Yes |
2021-04-01 | Plan benefit arrangement - Trust | Yes |
2020: HUNTER-DAVISSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses | ||
2020-04-01 | Type of plan entity | Single employer plan |
2020-04-01 | First time form 5500 has been submitted | Yes |
2020-04-01 | Submission has been amended | No |
2020-04-01 | This submission is the final filing | No |
2020-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-04-01 | Plan is a collectively bargained plan | No |
2020-04-01 | Plan funding arrangement – Trust | Yes |
2020-04-01 | Plan benefit arrangement - Trust | Yes |