401k Plan data: ATLANTIC HEATING COMPANY EMPLOYEE STOCK OWNERSHIP 401(K) PLAN plan

ATLANTIC HEATING COMPANY EMPLOYEE STOCK OWNERSHIP 401(K) PLAN 401k Plan overview

Plan Name	ATLANTIC HEATING COMPANY EMPLOYEE STOCK OWNERSHIP 401(K) PLAN
Plan identification number	002

ATLANTIC HEATING COMPANY EMPLOYEE STOCK OWNERSHIP 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
The employer maintaining this ESOP is an S Corporation
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.
Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

ATLANTIC HEATING COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name: ATLANTIC HEATING COMPANY, INC.

Employer identification number (EIN): 010395688

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ATLANTIC HEATING COMPANY EMPLOYEE STOCK OWNERSHIP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 WILLIAM MORRELL 2024-09-26

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	WILLIAM MORRELL	2024-09-26

Plan Statistics for ATLANTIC HEATING COMPANY EMPLOYEE STOCK OWNERSHIP 401(K) PLAN

401k plan membership statisitcs for ATLANTIC HEATING COMPANY EMPLOYEE STOCK OWNERSHIP 401(K) PLAN

Measure Date Value
2023: ATLANTIC HEATING COMPANY EMPLOYEE STOCK OWNERSHIP 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 13
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 13
Number of participants with account balances 2023-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0

Measure	Date	Value
2023: ATLANTIC HEATING COMPANY EMPLOYEE STOCK OWNERSHIP 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	13
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	13
Number of participants with account balances	2023-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0

Financial Data on ATLANTIC HEATING COMPANY EMPLOYEE STOCK OWNERSHIP 401(K) PLAN

Measure	Date	Value
2023 : ATLANTIC HEATING COMPANY EMPLOYEE STOCK OWNERSHIP 401(K) PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$6,397
Expenses. Total of all expenses incurred	2023-12-31	$0
Total plan assets at end of year	2023-12-31	$6,397
Total plan assets at beginning of year	2023-12-31	$0
Value of fidelity bond covering the plan	2023-12-31	$500,000
Net income (gross income less expenses)	2023-12-31	$6,397
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$6,397
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$0
Total contributions received or receivable from employer(s)	2023-12-31	$6,397

Form 5500 Responses for ATLANTIC HEATING COMPANY EMPLOYEE STOCK OWNERSHIP 401(K) PLAN

2023: ATLANTIC HEATING COMPANY EMPLOYEE STOCK OWNERSHIP 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	First time form 5500 has been submitted	Yes
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

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Company Name:	ATLANTIC HEATING COMPANY, INC.
Employer identification number (EIN):	010395688
NAIC Classification:	238220
NAIC Description:	Plumbing, Heating, and Air-Conditioning Contractors