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FRESNO PLUMBING & HEATING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameFRESNO PLUMBING & HEATING, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 002

FRESNO PLUMBING & HEATING, INC. EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Stock bonus
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
  • The employer maintaining this ESOP is an S Corporation

401k Sponsoring company profile

FRESNO PLUMBING & HEATING, INC. has sponsored the creation of one or more 401k plans.

Company Name:FRESNO PLUMBING & HEATING, INC.
Employer identification number (EIN):942774677
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FRESNO PLUMBING & HEATING, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-11-01
0022020-11-01
0022019-11-01
0022018-11-01
0022018-11-01
0022017-11-01DEAN KUMPE2019-07-31
0022016-11-01

Plan Statistics for FRESNO PLUMBING & HEATING, INC. EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for FRESNO PLUMBING & HEATING, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2021: FRESNO PLUMBING & HEATING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year2021-11-01375
Total number of active participants reported on line 7a of the Form 55002021-11-01327
Number of retired or separated participants receiving benefits2021-11-010
Number of other retired or separated participants entitled to future benefits2021-11-0155
Total of all active and inactive participants2021-11-01382
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-11-010
Total participants2021-11-01382
Number of participants with account balances2021-11-01366
2020: FRESNO PLUMBING & HEATING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year2020-11-01367
Total number of active participants reported on line 7a of the Form 55002020-11-01312
Number of retired or separated participants receiving benefits2020-11-010
Number of other retired or separated participants entitled to future benefits2020-11-0152
Total of all active and inactive participants2020-11-01364
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-11-010
Total participants2020-11-01364
Number of participants with account balances2020-11-01351
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-11-0144
2019: FRESNO PLUMBING & HEATING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year2019-11-01393
Total number of active participants reported on line 7a of the Form 55002019-11-01306
Number of retired or separated participants receiving benefits2019-11-010
Number of other retired or separated participants entitled to future benefits2019-11-0153
Total of all active and inactive participants2019-11-01359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-11-010
Total participants2019-11-01359
Number of participants with account balances2019-11-01346
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-11-0152
2018: FRESNO PLUMBING & HEATING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year2018-11-01360
Total number of active participants reported on line 7a of the Form 55002018-11-01326
Number of retired or separated participants receiving benefits2018-11-010
Number of other retired or separated participants entitled to future benefits2018-11-0169
Total of all active and inactive participants2018-11-01395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-11-010
Total participants2018-11-01395
Number of participants with account balances2018-11-01310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-11-0166
2017: FRESNO PLUMBING & HEATING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year2017-11-01382
Total number of active participants reported on line 7a of the Form 55002017-11-01318
Number of retired or separated participants receiving benefits2017-11-010
Number of other retired or separated participants entitled to future benefits2017-11-0126
Total of all active and inactive participants2017-11-01344
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-11-010
Total participants2017-11-01344
Number of participants with account balances2017-11-01344
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-11-0144
2016: FRESNO PLUMBING & HEATING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year2016-11-01292
Total number of active participants reported on line 7a of the Form 55002016-11-01292
Number of retired or separated participants receiving benefits2016-11-010
Number of other retired or separated participants entitled to future benefits2016-11-010
Total of all active and inactive participants2016-11-01292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-11-010
Total participants2016-11-01292
Number of participants with account balances2016-11-01292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-11-010

Financial Data on FRESNO PLUMBING & HEATING, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022 : FRESNO PLUMBING & HEATING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-10-31$-297,000
Total unrealized appreciation/depreciation of assets2022-10-31$-297,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-10-31$4,325,162
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-10-31$5,898,718
Expenses. Interest paid2022-10-31$176,684
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-10-31$176,684
Total income from all sources (including contributions)2022-10-31$273,571
Total loss/gain on sale of assets2022-10-31$0
Total of all expenses incurred2022-10-31$217,627
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-10-31$40,723
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-10-31$570,571
Value of total assets at end of year2022-10-31$1,362,763
Value of total assets at beginning of year2022-10-31$2,880,375
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-10-31$220
Total interest from all sources2022-10-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-10-31No
Was this plan covered by a fidelity bond2022-10-31Yes
Value of fidelity bond cover2022-10-31$1,000,000
If this is an individual account plan, was there a blackout period2022-10-31No
Were there any nonexempt tranactions with any party-in-interest2022-10-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-10-31$19
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-10-31$334
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-10-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-10-31$0
Administrative expenses (other) incurred2022-10-31$220
Total non interest bearing cash at end of year2022-10-31$897
Total non interest bearing cash at beginning of year2022-10-31$9,041
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-10-31No
Value of net income/loss2022-10-31$55,944
Value of net assets at end of year (total assets less liabilities)2022-10-31$-2,962,399
Value of net assets at beginning of year (total assets less liabilities)2022-10-31$-3,018,343
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-10-31No
Were any leases to which the plan was party in default or uncollectible2022-10-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-10-31No
Was there a failure to transmit to the plan any participant contributions2022-10-31No
Has the plan failed to provide any benefit when due under the plan2022-10-31No
Assets. Invements in employer securities at end of year2022-10-31$832,000
Assets. Invements in employer securities at beginning of year2022-10-31$1,129,000
Contributions received in cash from employer2022-10-31$570,571
Employer contributions (assets) at end of year2022-10-31$529,847
Employer contributions (assets) at beginning of year2022-10-31$1,742,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-10-31$40,723
Liabilities. Value of benefit claims payable at end of year2022-10-31$1,026
Liabilities. Value of benefit claims payable at beginning of year2022-10-31$9,265
Did the plan have assets held for investment2022-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-10-31No
Liabilities. Value of acquisition indebtedness at end of year2022-10-31$4,324,136
Liabilities. Value of acquisition indebtedness at beginning of year2022-10-31$5,889,453
Opinion of an independent qualified public accountant for this plan2022-10-31Unqualified
Accountancy firm name2022-10-31DRITSAS GROOM MCCORMICK LLP
Accountancy firm EIN2022-10-31942782187
2021 : FRESNO PLUMBING & HEATING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-10-31$444,000
Total unrealized appreciation/depreciation of assets2021-10-31$444,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-10-31$5,898,718
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-10-31$9,178,556
Expenses. Interest paid2021-10-31$275,983
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-10-31$275,983
Total income from all sources (including contributions)2021-10-31$2,191,000
Total loss/gain on sale of assets2021-10-31$0
Total of all expenses incurred2021-10-31$286,878
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-10-31$10,895
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-10-31$1,747,000
Value of total assets at end of year2021-10-31$2,880,375
Value of total assets at beginning of year2021-10-31$4,256,091
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-10-31$0
Total interest from all sources2021-10-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-10-31No
Was this plan covered by a fidelity bond2021-10-31Yes
Value of fidelity bond cover2021-10-31$425,600
If this is an individual account plan, was there a blackout period2021-10-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-10-31$0
Were there any nonexempt tranactions with any party-in-interest2021-10-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-10-31$334
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-10-31$18
Total non interest bearing cash at end of year2021-10-31$9,041
Total non interest bearing cash at beginning of year2021-10-31$9,766
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-10-31No
Value of net income/loss2021-10-31$1,904,122
Value of net assets at end of year (total assets less liabilities)2021-10-31$-3,018,343
Value of net assets at beginning of year (total assets less liabilities)2021-10-31$-4,922,465
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-10-31No
Were any leases to which the plan was party in default or uncollectible2021-10-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-10-31No
Was there a failure to transmit to the plan any participant contributions2021-10-31No
Has the plan failed to provide any benefit when due under the plan2021-10-31No
Assets. Invements in employer securities at end of year2021-10-31$1,129,000
Assets. Invements in employer securities at beginning of year2021-10-31$685,000
Contributions received in cash from employer2021-10-31$1,747,000
Employer contributions (assets) at end of year2021-10-31$1,742,000
Employer contributions (assets) at beginning of year2021-10-31$3,561,307
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-10-31$10,895
Liabilities. Value of benefit claims payable at end of year2021-10-31$9,265
Liabilities. Value of benefit claims payable at beginning of year2021-10-31$3,780
Did the plan have assets held for investment2021-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-10-31No
Liabilities. Value of acquisition indebtedness at end of year2021-10-31$5,889,453
Liabilities. Value of acquisition indebtedness at beginning of year2021-10-31$9,174,776
Opinion of an independent qualified public accountant for this plan2021-10-31Unqualified
Accountancy firm name2021-10-31DRITSAS GROOM MCCORMICK LLP
Accountancy firm EIN2021-10-31942782187
2020 : FRESNO PLUMBING & HEATING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-10-31$391,000
Total unrealized appreciation/depreciation of assets2020-10-31$391,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-10-31$9,178,556
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-10-31$10,189,501
Expenses. Interest paid2020-10-31$304,944
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-10-31$304,944
Total income from all sources (including contributions)2020-10-31$3,976,978
Total loss/gain on sale of assets2020-10-31$0
Total of all expenses incurred2020-10-31$308,724
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-10-31$3,780
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-10-31$3,585,976
Value of total assets at end of year2020-10-31$4,256,091
Value of total assets at beginning of year2020-10-31$1,598,782
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-10-31$0
Total interest from all sources2020-10-31$2
Total dividends received (eg from common stock, registered investment company shares)2020-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-10-31No
Was this plan covered by a fidelity bond2020-10-31Yes
Value of fidelity bond cover2020-10-31$425,600
If this is an individual account plan, was there a blackout period2020-10-31No
Were there any nonexempt tranactions with any party-in-interest2020-10-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-10-31$18
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-10-31$0
Total non interest bearing cash at end of year2020-10-31$9,766
Total non interest bearing cash at beginning of year2020-10-31$24,770
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-10-31No
Value of net income/loss2020-10-31$3,668,254
Value of net assets at end of year (total assets less liabilities)2020-10-31$-4,922,465
Value of net assets at beginning of year (total assets less liabilities)2020-10-31$-8,590,719
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-10-31No
Were any leases to which the plan was party in default or uncollectible2020-10-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-10-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-10-31$9,682
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-10-31$9,682
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-10-31$2
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-10-31No
Was there a failure to transmit to the plan any participant contributions2020-10-31No
Has the plan failed to provide any benefit when due under the plan2020-10-31No
Assets. Invements in employer securities at end of year2020-10-31$685,000
Assets. Invements in employer securities at beginning of year2020-10-31$294,000
Contributions received in cash from employer2020-10-31$3,585,976
Employer contributions (assets) at end of year2020-10-31$3,561,307
Employer contributions (assets) at beginning of year2020-10-31$1,270,330
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-10-31$3,780
Liabilities. Value of benefit claims payable at end of year2020-10-31$3,780
Liabilities. Value of benefit claims payable at beginning of year2020-10-31$24,670
Did the plan have assets held for investment2020-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-10-31No
Liabilities. Value of acquisition indebtedness at end of year2020-10-31$9,174,776
Liabilities. Value of acquisition indebtedness at beginning of year2020-10-31$10,164,831
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-10-31No
Opinion of an independent qualified public accountant for this plan2020-10-31Unqualified
Accountancy firm name2020-10-31DRITSAS GROOM MCCORMICK LLP
Accountancy firm EIN2020-10-31942782187
2019 : FRESNO PLUMBING & HEATING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-10-31$-12,706,000
Total unrealized appreciation/depreciation of assets2019-10-31$-12,706,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-10-31$10,494,445
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-10-31$0
Expenses. Interest paid2019-10-31$304,945
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-10-31$304,945
Total income from all sources (including contributions)2019-10-31$-11,410,200
Total loss/gain on sale of assets2019-10-31$0
Total of all expenses incurred2019-10-31$329,615
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-10-31$24,670
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-10-31$1,295,000
Value of total assets at end of year2019-10-31$1,598,781
Value of total assets at beginning of year2019-10-31$2,844,151
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-10-31$0
Total interest from all sources2019-10-31$800
Total dividends received (eg from common stock, registered investment company shares)2019-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-10-31No
Was this plan covered by a fidelity bond2019-10-31Yes
Value of fidelity bond cover2019-10-31$283,500
If this is an individual account plan, was there a blackout period2019-10-31No
Were there any nonexempt tranactions with any party-in-interest2019-10-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-10-31$1,270,330
Total non interest bearing cash at end of year2019-10-31$24,770
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-10-31No
Value of net income/loss2019-10-31$-11,739,815
Value of net assets at end of year (total assets less liabilities)2019-10-31$-8,895,664
Value of net assets at beginning of year (total assets less liabilities)2019-10-31$2,844,151
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-10-31No
Were any leases to which the plan was party in default or uncollectible2019-10-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-10-31$34,451
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-10-31$2,844,151
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-10-31$2,844,151
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-10-31$800
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-10-31Yes
Was there a failure to transmit to the plan any participant contributions2019-10-31No
Has the plan failed to provide any benefit when due under the plan2019-10-31No
Assets. Invements in employer securities at end of year2019-10-31$294,000
Contributions received in cash from employer2019-10-31$1,295,000
Employer contributions (assets) at end of year2019-10-31$1,270,330
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-10-31$24,670
Liabilities. Value of benefit claims payable at end of year2019-10-31$24,670
Did the plan have assets held for investment2019-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-10-31No
Liabilities. Value of acquisition indebtedness at end of year2019-10-31$9,199,445
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-10-31No
Opinion of an independent qualified public accountant for this plan2019-10-31Unqualified
Accountancy firm name2019-10-31DRITSAS GROOM MCCORMICK LLP
Accountancy firm EIN2019-10-31942782187
2018 : FRESNO PLUMBING & HEATING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-10-31$0
Total transfer of assets to this plan2018-10-31$0
Total transfer of assets from this plan2018-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-10-31$0
Total income from all sources (including contributions)2018-10-31$8,982
Total loss/gain on sale of assets2018-10-31$0
Total of all expenses incurred2018-10-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-10-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-10-31$0
Value of total assets at end of year2018-10-31$2,844,151
Value of total assets at beginning of year2018-10-31$2,835,169
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-10-31$0
Total interest from all sources2018-10-31$8,982
Total dividends received (eg from common stock, registered investment company shares)2018-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-10-31No
Was this plan covered by a fidelity bond2018-10-31No
If this is an individual account plan, was there a blackout period2018-10-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-10-31$0
Were there any nonexempt tranactions with any party-in-interest2018-10-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-10-31No
Value of net income/loss2018-10-31$8,982
Value of net assets at end of year (total assets less liabilities)2018-10-31$2,844,151
Value of net assets at beginning of year (total assets less liabilities)2018-10-31$2,835,169
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-10-31No
Were any leases to which the plan was party in default or uncollectible2018-10-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-10-31$2,844,151
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-10-31$8,982
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-10-31No
Was there a failure to transmit to the plan any participant contributions2018-10-31No
Has the plan failed to provide any benefit when due under the plan2018-10-31No
Employer contributions (assets) at end of year2018-10-31$0
Employer contributions (assets) at beginning of year2018-10-31$2,835,169
Did the plan have assets held for investment2018-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-10-31No
Opinion of an independent qualified public accountant for this plan2018-10-31Unqualified
Accountancy firm name2018-10-31BAKER, CHI & PARKEY ACCOUNTANCY COR
Accountancy firm EIN2018-10-31942259577
2017 : FRESNO PLUMBING & HEATING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-10-31$0
Total transfer of assets to this plan2017-10-31$0
Total transfer of assets from this plan2017-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-10-31$0
Total income from all sources (including contributions)2017-10-31$2,835,169
Total loss/gain on sale of assets2017-10-31$0
Total of all expenses incurred2017-10-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-10-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-10-31$2,835,169
Value of total assets at end of year2017-10-31$2,835,169
Value of total assets at beginning of year2017-10-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-10-31$0
Total interest from all sources2017-10-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-10-31No
Was this plan covered by a fidelity bond2017-10-31No
If this is an individual account plan, was there a blackout period2017-10-31No
Were there any nonexempt tranactions with any party-in-interest2017-10-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-10-31No
Value of net income/loss2017-10-31$2,835,169
Value of net assets at end of year (total assets less liabilities)2017-10-31$2,835,169
Value of net assets at beginning of year (total assets less liabilities)2017-10-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-10-31No
Were any leases to which the plan was party in default or uncollectible2017-10-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-10-31No
Was there a failure to transmit to the plan any participant contributions2017-10-31No
Has the plan failed to provide any benefit when due under the plan2017-10-31No
Contributions received in cash from employer2017-10-31$2,835,169
Employer contributions (assets) at end of year2017-10-31$2,835,169
Employer contributions (assets) at beginning of year2017-10-31$0
Did the plan have assets held for investment2017-10-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-10-31No
Opinion of an independent qualified public accountant for this plan2017-10-31Unqualified
Accountancy firm name2017-10-31BAKER, CHI & PARKEY ACCOUNTANCY COR
Accountancy firm EIN2017-10-31942259577

Form 5500 Responses for FRESNO PLUMBING & HEATING, INC. EMPLOYEE STOCK OWNERSHIP PLAN

2021: FRESNO PLUMBING & HEATING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-11-01Type of plan entitySingle employer plan
2021-11-01Submission has been amendedNo
2021-11-01This submission is the final filingNo
2021-11-01This return/report is a short plan year return/report (less than 12 months)No
2021-11-01Plan is a collectively bargained planNo
2021-11-01Plan funding arrangement – TrustYes
2021-11-01Plan benefit arrangement - TrustYes
2020: FRESNO PLUMBING & HEATING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-11-01Type of plan entitySingle employer plan
2020-11-01Submission has been amendedNo
2020-11-01This submission is the final filingNo
2020-11-01This return/report is a short plan year return/report (less than 12 months)No
2020-11-01Plan is a collectively bargained planNo
2020-11-01Plan funding arrangement – TrustYes
2020-11-01Plan benefit arrangement - TrustYes
2019: FRESNO PLUMBING & HEATING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-11-01Type of plan entitySingle employer plan
2019-11-01Submission has been amendedNo
2019-11-01This submission is the final filingNo
2019-11-01This return/report is a short plan year return/report (less than 12 months)No
2019-11-01Plan is a collectively bargained planNo
2019-11-01Plan funding arrangement – TrustYes
2019-11-01Plan benefit arrangement - TrustYes
2018: FRESNO PLUMBING & HEATING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-11-01Type of plan entitySingle employer plan
2018-11-01Submission has been amendedNo
2018-11-01This submission is the final filingNo
2018-11-01This return/report is a short plan year return/report (less than 12 months)No
2018-11-01Plan is a collectively bargained planNo
2018-11-01Plan funding arrangement – TrustYes
2018-11-01Plan benefit arrangement - TrustYes
2017: FRESNO PLUMBING & HEATING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-11-01Type of plan entitySingle employer plan
2017-11-01Submission has been amendedNo
2017-11-01This submission is the final filingNo
2017-11-01This return/report is a short plan year return/report (less than 12 months)No
2017-11-01Plan is a collectively bargained planNo
2017-11-01Plan funding arrangement – TrustYes
2017-11-01Plan benefit arrangement - TrustYes
2016: FRESNO PLUMBING & HEATING, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-11-01Type of plan entitySingle employer plan
2016-11-01First time form 5500 has been submittedYes
2016-11-01Submission has been amendedNo
2016-11-01This submission is the final filingNo
2016-11-01This return/report is a short plan year return/report (less than 12 months)No
2016-11-01Plan is a collectively bargained planNo
2016-11-01Plan funding arrangement – TrustYes
2016-11-01Plan benefit arrangement - TrustYes

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