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AIRE-RITE AIRCONDITIONING REFRIGERATION, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameAIRE-RITE AIRCONDITIONING REFRIGERATION, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 002

AIRE-RITE AIRCONDITIONING REFRIGERATION, INC. 401(K) PROFIT SHARING 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.
  • 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.

401k Sponsoring company profile

AIRE-RITE AIRCONDITIONING & REFRIGERATION has sponsored the creation of one or more 401k plans.

Company Name:AIRE-RITE AIRCONDITIONING & REFRIGERATION
Employer identification number (EIN):952868706
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AIRE-RITE AIRCONDITIONING REFRIGERATION, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01YOLANDA STEEN YOLANDA STEEN2018-10-11
0022016-01-01YOLANDA STEEN YOLANDA STEEN2017-10-10
0022015-01-01LINDA HUBBARD LINDA HUBBARD2016-09-07
0022014-01-01LINDA HUBBARD LINDA HUBBARD2015-10-12
0022013-01-01OREN LANGSTON2014-06-05 OREN LANGSTON2014-06-05
0022012-01-01OREN LANGSTON2013-06-26 OREN LANGSTON2013-06-26
0022011-01-01OREN LANGSTON2012-06-15 OREN LANGSTON2012-06-15
0022010-01-01OREN LANGSTON2011-05-03 OREN LANGSTON2011-05-03

Plan Statistics for AIRE-RITE AIRCONDITIONING REFRIGERATION, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for AIRE-RITE AIRCONDITIONING REFRIGERATION, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: AIRE-RITE AIRCONDITIONING REFRIGERATION, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01184
Total number of active participants reported on line 7a of the Form 55002022-01-01138
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0141
Total of all active and inactive participants2022-01-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-01182
Number of participants with account balances2022-01-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0114
2021: AIRE-RITE AIRCONDITIONING REFRIGERATION, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01179
Total number of active participants reported on line 7a of the Form 55002021-01-01144
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0132
Total of all active and inactive participants2021-01-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-01179
Number of participants with account balances2021-01-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-016
2020: AIRE-RITE AIRCONDITIONING REFRIGERATION, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01158
Total number of active participants reported on line 7a of the Form 55002020-01-01125
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0134
Total of all active and inactive participants2020-01-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-01162
Number of participants with account balances2020-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0118
2019: AIRE-RITE AIRCONDITIONING REFRIGERATION, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01147
Total number of active participants reported on line 7a of the Form 55002019-01-01118
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0122
Total of all active and inactive participants2019-01-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-01143
Number of participants with account balances2019-01-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-017
2018: AIRE-RITE AIRCONDITIONING REFRIGERATION, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01142
Total number of active participants reported on line 7a of the Form 55002018-01-01108
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0123
Total of all active and inactive participants2018-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-01134
Number of participants with account balances2018-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-016
2017: AIRE-RITE AIRCONDITIONING REFRIGERATION, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01133
Total number of active participants reported on line 7a of the Form 55002017-01-0195
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0127
Total of all active and inactive participants2017-01-01122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-01125
Number of participants with account balances2017-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0116
2016: AIRE-RITE AIRCONDITIONING REFRIGERATION, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01135
Total number of active participants reported on line 7a of the Form 55002016-01-0199
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0117
Total of all active and inactive participants2016-01-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-01119
Number of participants with account balances2016-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0110
2015: AIRE-RITE AIRCONDITIONING REFRIGERATION, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01129
Total number of active participants reported on line 7a of the Form 55002015-01-01103
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0117
Total of all active and inactive participants2015-01-01120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-01123
Number of participants with account balances2015-01-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-019
2014: AIRE-RITE AIRCONDITIONING REFRIGERATION, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01124
Total number of active participants reported on line 7a of the Form 55002014-01-01102
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0114
Total of all active and inactive participants2014-01-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01116
Number of participants with account balances2014-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014

Financial Data on AIRE-RITE AIRCONDITIONING REFRIGERATION, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : AIRE-RITE AIRCONDITIONING REFRIGERATION, INC. 401(K) PROFIT SHARING 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$0
Total income from all sources (including contributions)2022-12-31$-1,842,892
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,304,419
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,216,119
Value of total corrective distributions2022-12-31$11,848
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$850,311
Value of total assets at end of year2022-12-31$16,124,242
Value of total assets at beginning of year2022-12-31$19,271,553
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$76,452
Total interest from all sources2022-12-31$13,235
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$48,440
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$48,440
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$655,644
Participant contributions at end of year2022-12-31$207,555
Participant contributions at beginning of year2022-12-31$248,118
Participant contributions at end of year2022-12-31$16,898
Participant contributions at beginning of year2022-12-31$16,776
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,147,311
Value of net assets at end of year (total assets less liabilities)2022-12-31$16,124,242
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$19,271,553
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$4,484,457
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$5,571,089
Value of interest in pooled separate accounts at end of year2022-12-31$10,189,146
Value of interest in pooled separate accounts at beginning of year2022-12-31$12,163,352
Interest on participant loans2022-12-31$13,235
Value of interest in common/collective trusts at end of year2022-12-31$1,220,901
Value of interest in common/collective trusts at beginning of year2022-12-31$1,272,218
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,006,610
Net investment gain/loss from pooled separate accounts2022-12-31$-1,770,620
Net investment gain or loss from common/collective trusts2022-12-31$22,352
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$194,667
Employer contributions (assets) at end of year2022-12-31$5,285
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,216,119
Contract administrator fees2022-12-31$76,452
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 plan2022-12-31Disclaimer
Accountancy firm name2022-12-31WERTZ & COMPANY, LLP
Accountancy firm EIN2022-12-31020639624
2021 : AIRE-RITE AIRCONDITIONING REFRIGERATION, INC. 401(K) PROFIT SHARING 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$3,365,500
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,230,702
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,138,813
Value of total corrective distributions2021-12-31$8,310
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$582,702
Value of total assets at end of year2021-12-31$19,271,553
Value of total assets at beginning of year2021-12-31$17,136,755
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$83,579
Total interest from all sources2021-12-31$15,880
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$42,147
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$42,147
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$559,590
Participant contributions at end of year2021-12-31$248,118
Participant contributions at beginning of year2021-12-31$273,111
Participant contributions at end of year2021-12-31$16,776
Participant contributions at beginning of year2021-12-31$252
Other income not declared elsewhere2021-12-31$20
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$2,134,798
Value of net assets at end of year (total assets less liabilities)2021-12-31$19,271,553
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$17,136,755
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$5,571,089
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$5,002,527
Value of interest in pooled separate accounts at end of year2021-12-31$12,163,352
Value of interest in pooled separate accounts at beginning of year2021-12-31$10,458,366
Interest on participant loans2021-12-31$15,880
Value of interest in common/collective trusts at end of year2021-12-31$1,272,218
Value of interest in common/collective trusts at beginning of year2021-12-31$1,402,499
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$702,580
Net investment gain/loss from pooled separate accounts2021-12-31$2,000,508
Net investment gain or loss from common/collective trusts2021-12-31$21,663
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$23,112
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,138,813
Contract administrator fees2021-12-31$83,579
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 plan2021-12-31Qualified
Accountancy firm name2021-12-31WERTZ & COMPANY
Accountancy firm EIN2021-12-31020639624
2020 : AIRE-RITE AIRCONDITIONING REFRIGERATION, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$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$2,528,780
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,568,067
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,496,262
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$565,301
Value of total assets at end of year2020-12-31$17,136,755
Value of total assets at beginning of year2020-12-31$16,176,042
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$71,805
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$17,794
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$34,563
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$34,563
Administrative expenses professional fees incurred2020-12-31$0
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
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$502,528
Participant contributions at end of year2020-12-31$273,111
Participant contributions at beginning of year2020-12-31$188,607
Participant contributions at end of year2020-12-31$252
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$9,967
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$960,713
Value of net assets at end of year (total assets less liabilities)2020-12-31$17,136,755
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$16,176,042
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$5,002,527
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,655,145
Value of interest in pooled separate accounts at end of year2020-12-31$10,458,366
Value of interest in pooled separate accounts at beginning of year2020-12-31$9,966,089
Interest on participant loans2020-12-31$17,794
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$1,402,499
Value of interest in common/collective trusts at beginning of year2020-12-31$1,366,201
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$728,737
Net investment gain/loss from pooled separate accounts2020-12-31$1,174,444
Net investment gain or loss from common/collective trusts2020-12-31$7,941
Net gain/loss from 103.12 investment entities2020-12-31$0
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$52,806
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,496,262
Contract administrator fees2020-12-31$71,805
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
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
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31WERTZ & COMPANY
Accountancy firm EIN2020-12-31020639624
2019 : AIRE-RITE AIRCONDITIONING REFRIGERATION, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$3,791,469
Total income from all sources (including contributions)2019-12-31$3,791,469
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$596,297
Total of all expenses incurred2019-12-31$596,297
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$520,760
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$520,760
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$2,832
Value of total corrective distributions2019-12-31$2,832
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$885,995
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$885,995
Value of total assets at end of year2019-12-31$16,176,042
Value of total assets at end of year2019-12-31$16,176,042
Value of total assets at beginning of year2019-12-31$12,980,870
Value of total assets at beginning of year2019-12-31$12,980,870
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$72,705
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$72,705
Total income from rents2019-12-31$0
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$10,710
Total interest from all sources2019-12-31$10,710
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$42,729
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$42,729
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$42,729
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$42,729
Administrative expenses professional fees incurred2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Contributions received from participants2019-12-31$578,283
Contributions received from participants2019-12-31$578,283
Participant contributions at end of year2019-12-31$188,607
Participant contributions at end of year2019-12-31$188,607
Participant contributions at beginning of year2019-12-31$182,995
Participant contributions at beginning of year2019-12-31$182,995
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$20,053
Participant contributions at beginning of year2019-12-31$20,053
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$114,138
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$114,138
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
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
Value of net income/loss2019-12-31$3,195,172
Value of net income/loss2019-12-31$3,195,172
Value of net assets at end of year (total assets less liabilities)2019-12-31$16,176,042
Value of net assets at end of year (total assets less liabilities)2019-12-31$16,176,042
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$12,980,870
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$12,980,870
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Investment advisory and management fees2019-12-31$0
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,655,145
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,655,145
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,638,202
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,638,202
Value of interest in pooled separate accounts at end of year2019-12-31$9,966,089
Value of interest in pooled separate accounts at end of year2019-12-31$9,966,089
Value of interest in pooled separate accounts at beginning of year2019-12-31$7,932,972
Value of interest in pooled separate accounts at beginning of year2019-12-31$7,932,972
Interest on participant loans2019-12-31$10,710
Interest on participant loans2019-12-31$10,710
Income. Interest from loans (other than to participants)2019-12-31$0
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$0
Interest earned on other investments2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$1,366,201
Value of interest in common/collective trusts at end of year2019-12-31$1,366,201
Value of interest in common/collective trusts at beginning of year2019-12-31$1,200,363
Value of interest in common/collective trusts at beginning of year2019-12-31$1,200,363
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
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$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
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$973,096
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$973,096
Net investment gain/loss from pooled separate accounts2019-12-31$1,814,168
Net investment gain/loss from pooled separate accounts2019-12-31$1,814,168
Net investment gain or loss from common/collective trusts2019-12-31$64,771
Net investment gain or loss from common/collective trusts2019-12-31$64,771
Net gain/loss from 103.12 investment entities2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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 contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$193,574
Contributions received in cash from employer2019-12-31$193,574
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$6,285
Employer contributions (assets) at beginning of year2019-12-31$6,285
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$520,760
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$520,760
Contract administrator fees2019-12-31$72,705
Contract administrator fees2019-12-31$72,705
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
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
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WERTZ & COMPANY
Accountancy firm name2019-12-31WERTZ & COMPANY
Accountancy firm EIN2019-12-31020639624
Accountancy firm EIN2019-12-31020639624
2018 : AIRE-RITE AIRCONDITIONING REFRIGERATION, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$290,339
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,003,510
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$923,620
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$8,644
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$713,275
Value of total assets at end of year2018-12-31$12,980,870
Value of total assets at beginning of year2018-12-31$13,694,041
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$71,246
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$9,960
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$41,599
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$41,599
Administrative expenses professional fees incurred2018-12-31$0
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
Amount of non-exempt transactions with any party-in-interest2018-12-31$0
Contributions received from participants2018-12-31$532,921
Participant contributions at end of year2018-12-31$182,995
Participant contributions at beginning of year2018-12-31$203,765
Participant contributions at end of year2018-12-31$20,053
Participant contributions at beginning of year2018-12-31$27,827
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-713,171
Value of net assets at end of year (total assets less liabilities)2018-12-31$12,980,870
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$13,694,041
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-12-31$0
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-12-31$0
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,638,202
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,827,608
Value of interest in pooled separate accounts at end of year2018-12-31$7,932,972
Value of interest in pooled separate accounts at beginning of year2018-12-31$8,396,796
Interest on participant loans2018-12-31$9,960
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$0
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$1,200,363
Value of interest in common/collective trusts at beginning of year2018-12-31$1,228,429
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-215,108
Net investment gain/loss from pooled separate accounts2018-12-31$-275,562
Net investment gain or loss from common/collective trusts2018-12-31$16,175
Net gain/loss from 103.12 investment entities2018-12-31$0
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$180,354
Employer contributions (assets) at end of year2018-12-31$6,285
Employer contributions (assets) at beginning of year2018-12-31$9,616
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$923,620
Contract administrator fees2018-12-31$71,246
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
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
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
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 name2018-12-31WERTZ & COMPANY
Accountancy firm EIN2018-12-31020639624
2017 : AIRE-RITE AIRCONDITIONING REFRIGERATION, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,461,686
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$366,405
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$301,743
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$10
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$635,667
Value of total assets at end of year2017-12-31$13,694,041
Value of total assets at beginning of year2017-12-31$11,598,760
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$64,652
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$12,354
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$34,269
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$34,269
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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
Amount of non-exempt transactions with any party-in-interest2017-12-31$0
Contributions received from participants2017-12-31$465,107
Participant contributions at end of year2017-12-31$203,765
Participant contributions at beginning of year2017-12-31$208,532
Participant contributions at end of year2017-12-31$27,827
Participant contributions at beginning of year2017-12-31$40,757
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$7,560
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,095,281
Value of net assets at end of year (total assets less liabilities)2017-12-31$13,694,041
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$11,598,760
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-12-31$0
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-12-31$0
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,827,608
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,323,564
Value of interest in pooled separate accounts at end of year2017-12-31$8,396,796
Value of interest in pooled separate accounts at beginning of year2017-12-31$6,877,929
Interest on participant loans2017-12-31$12,354
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$0
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$1,228,429
Value of interest in common/collective trusts at beginning of year2017-12-31$1,123,975
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$6,493
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$510,637
Net investment gain/loss from pooled separate accounts2017-12-31$1,251,490
Net investment gain or loss from common/collective trusts2017-12-31$17,269
Net gain/loss from 103.12 investment entities2017-12-31$0
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$163,000
Employer contributions (assets) at end of year2017-12-31$9,616
Employer contributions (assets) at beginning of year2017-12-31$17,510
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$301,743
Contract administrator fees2017-12-31$64,652
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
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
Aggregate proceeds on sale of assets2017-12-31$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
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 name2017-12-31WERTZ & COMPANY, LLP
Accountancy firm EIN2017-12-31020639624
2016 : AIRE-RITE AIRCONDITIONING REFRIGERATION, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,398,325
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$276,571
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$241,159
Expenses. Certain deemed distributions of participant loans2016-12-31$13,009
Value of total corrective distributions2016-12-31$7,103
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$693,790
Value of total assets at end of year2016-12-31$11,598,760
Value of total assets at beginning of year2016-12-31$10,477,006
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$15,300
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$13,977
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$26,206
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$26,206
Administrative expenses professional fees incurred2016-12-31$0
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
Amount of non-exempt transactions with any party-in-interest2016-12-31$0
Contributions received from participants2016-12-31$459,748
Participant contributions at end of year2016-12-31$208,532
Participant contributions at beginning of year2016-12-31$329,418
Participant contributions at end of year2016-12-31$40,757
Participant contributions at beginning of year2016-12-31$25,252
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$67,030
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$25
Administrative expenses (other) incurred2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,121,754
Value of net assets at end of year (total assets less liabilities)2016-12-31$11,598,760
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,477,006
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2016-12-31$0
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2016-12-31$0
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,323,564
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,306,995
Value of interest in pooled separate accounts at end of year2016-12-31$6,877,929
Value of interest in pooled separate accounts at beginning of year2016-12-31$5,865,095
Interest on participant loans2016-12-31$13,932
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$45
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$1,123,975
Value of interest in common/collective trusts at beginning of year2016-12-31$924,742
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$6,493
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$15,925
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$148,209
Net investment gain/loss from pooled separate accounts2016-12-31$505,650
Net investment gain or loss from common/collective trusts2016-12-31$10,468
Net gain/loss from 103.12 investment entities2016-12-31$0
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 contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$167,012
Employer contributions (assets) at end of year2016-12-31$17,510
Employer contributions (assets) at beginning of year2016-12-31$9,579
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$241,159
Contract administrator fees2016-12-31$15,300
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
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
Aggregate proceeds on sale of assets2016-12-31$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
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 name2016-12-31WERTZ & COMPANY
Accountancy firm EIN2016-12-31020639624
2015 : AIRE-RITE AIRCONDITIONING REFRIGERATION, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$0
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$724,535
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$892,920
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$861,362
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$10,754
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$556,468
Value of total assets at end of year2015-12-31$10,477,006
Value of total assets at beginning of year2015-12-31$10,645,391
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$20,804
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$14,401
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$32,471
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$32,471
Administrative expenses professional fees incurred2015-12-31$0
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
Amount of non-exempt transactions with any party-in-interest2015-12-31$0
Contributions received from participants2015-12-31$405,200
Participant contributions at end of year2015-12-31$329,418
Participant contributions at beginning of year2015-12-31$258,711
Participant contributions at end of year2015-12-31$25,252
Participant contributions at beginning of year2015-12-31$36,174
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$13,394
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$195
Administrative expenses (other) incurred2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-168,385
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,477,006
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$10,645,391
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2015-12-31$0
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2015-12-31$0
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,306,995
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,316,945
Value of interest in pooled separate accounts at end of year2015-12-31$5,865,095
Value of interest in pooled separate accounts at beginning of year2015-12-31$6,097,253
Interest on participant loans2015-12-31$14,125
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$276
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$924,742
Value of interest in common/collective trusts at beginning of year2015-12-31$747,076
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$15,925
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$59,694
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$46,172
Net investment gain/loss from pooled separate accounts2015-12-31$71,997
Net investment gain or loss from common/collective trusts2015-12-31$2,831
Net gain/loss from 103.12 investment entities2015-12-31$0
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$137,874
Employer contributions (assets) at end of year2015-12-31$9,579
Employer contributions (assets) at beginning of year2015-12-31$129,538
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$861,362
Contract administrator fees2015-12-31$20,804
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
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
Aggregate proceeds on sale of assets2015-12-31$0
Aggregate carrying amount (costs) on sale of assets2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
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 name2015-12-31WERTZ & COMPANY, LLP
Accountancy firm EIN2015-12-31020639624
2014 : AIRE-RITE AIRCONDITIONING REFRIGERATION, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$0
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,294,587
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$874,079
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$829,994
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$13,600
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$493,656
Value of total assets at end of year2014-12-31$10,645,391
Value of total assets at beginning of year2014-12-31$10,224,883
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$30,485
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$11,024
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$30,274
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$30,274
Administrative expenses professional fees incurred2014-12-31$0
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Amount of non-exempt transactions with any party-in-interest2014-12-31$0
Contributions received from participants2014-12-31$364,118
Participant contributions at end of year2014-12-31$258,711
Participant contributions at beginning of year2014-12-31$211,041
Participant contributions at end of year2014-12-31$36,174
Participant contributions at beginning of year2014-12-31$15,515
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$284
Administrative expenses (other) incurred2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$420,508
Value of net assets at end of year (total assets less liabilities)2014-12-31$10,645,391
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$10,224,883
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2014-12-31$0
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2014-12-31$0
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$3,316,945
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,166,312
Value of interest in pooled separate accounts at end of year2014-12-31$6,097,253
Value of interest in pooled separate accounts at beginning of year2014-12-31$6,103,812
Interest on participant loans2014-12-31$10,173
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$851
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$747,076
Value of interest in common/collective trusts at beginning of year2014-12-31$613,957
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$59,694
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$114,246
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$273,327
Net investment gain/loss from pooled separate accounts2014-12-31$476,377
Net investment gain or loss from common/collective trusts2014-12-31$9,645
Net gain/loss from 103.12 investment entities2014-12-31$0
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$129,538
Employer contributions (assets) at end of year2014-12-31$129,538
Employer contributions (assets) at beginning of year2014-12-31$0
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$829,994
Contract administrator fees2014-12-31$30,485
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
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
Aggregate proceeds on sale of assets2014-12-31$0
Aggregate carrying amount (costs) on sale of assets2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
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 name2014-12-31WERTZ & COMPANY, LLP
Accountancy firm EIN2014-12-31020639624

Form 5500 Responses for AIRE-RITE AIRCONDITIONING REFRIGERATION, INC. 401(K) PROFIT SHARING PLAN

2022: AIRE-RITE AIRCONDITIONING REFRIGERATION, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: AIRE-RITE AIRCONDITIONING REFRIGERATION, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: AIRE-RITE AIRCONDITIONING REFRIGERATION, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: AIRE-RITE AIRCONDITIONING REFRIGERATION, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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: AIRE-RITE AIRCONDITIONING REFRIGERATION, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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: AIRE-RITE AIRCONDITIONING REFRIGERATION, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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: AIRE-RITE AIRCONDITIONING REFRIGERATION, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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: AIRE-RITE AIRCONDITIONING REFRIGERATION, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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: AIRE-RITE AIRCONDITIONING REFRIGERATION, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number433774
Policy instance 1
Insurance contract or identification number433774
Number of Individuals Covered182
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number433774
Policy instance 1
Insurance contract or identification number433774
Number of Individuals Covered179
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number433774
Policy instance 1
Insurance contract or identification number433774
Number of Individuals Covered162
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $8,015
Total amount of fees paid to insurance companyUSD $-1,876
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or 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 $8,015
Amount paid for insurance broker fees-1876
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number433774
Policy instance 1
Insurance contract or identification number433774
Number of Individuals Covered143
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $7,970
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or 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 $7,970
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number433774
Policy instance 1
Insurance contract or identification number433774
Number of Individuals Covered134
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $7,627
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or 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 $7,627
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number433774
Policy instance 1
Insurance contract or identification number433774
Number of Individuals Covered125
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $7,757
Total amount of fees paid to insurance companyUSD $267
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or 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 $7,757
Amount paid for insurance broker fees267
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameWOODARD III, WILLIAM R.
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number433774
Policy instance 1
Insurance contract or identification number433774
Number of Individuals Covered123
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $9,561
Total amount of fees paid to insurance companyUSD $636
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or 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 $9,561
Amount paid for insurance broker fees636
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameWOODARD III, WILLIAM R.
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number433774
Policy instance 1
Insurance contract or identification number433774
Number of Individuals Covered116
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $9,886
Total amount of fees paid to insurance companyUSD $335
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or 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 $9,886
Amount paid for insurance broker fees335
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameWOODARD III, WILLIAM R.

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