401k Plan data: ACCA NEW ENGLAND RETIREMENT SAVINGS PLAN FBO ATLANTIC HEATING & AIR CONDITIONING CO., INC. plan

ACCA NEW ENGLAND RETIREMENT SAVINGS PLAN FBO ATLANTIC HEATING & AIR CONDITIONING CO., INC. 401k Plan overview

Plan Name	ACCA NEW ENGLAND RETIREMENT SAVINGS PLAN FBO ATLANTIC HEATING & AIR CONDITIONING CO., INC.
Plan identification number	005

ACCA NEW ENGLAND RETIREMENT SAVINGS PLAN FBO ATLANTIC HEATING & AIR CONDITIONING CO., INC. Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
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

ATLANTIC HEATING & AIR CONDITIONING CO., INC. has sponsored the creation of one or more 401k plans.

Company Name: ATLANTIC HEATING & AIR CONDITIONING CO., INC.

Employer identification number (EIN): 042303434

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

Additional information about ATLANTIC HEATING & AIR CONDITIONING CO., INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1964-09-29

Company Identification Number: 285452

Legal Registered Office Address: 5136 BERNITA ST.

JACKSONVILLE

32210

More information about ATLANTIC HEATING & AIR CONDITIONING CO., INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ACCA NEW ENGLAND RETIREMENT SAVINGS PLAN FBO ATLANTIC HEATING & AIR CONDITIONING CO., INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
005 2019-01-01 LEE D. VOGT 2020-10-06
005 2018-01-01 LEE D. VOGT 2019-08-26
005 2017-01-01
005 2016-01-01
005 2015-01-01
005 2015-01-01
005 2014-01-01 LEE D. VOGT
005 2014-01-01
005 2013-01-01 LEE D. VOGT
005 2012-01-01 LEE D. VOGT

Plan Statistics for ACCA NEW ENGLAND RETIREMENT SAVINGS PLAN FBO ATLANTIC HEATING & AIR CONDITIONING CO., INC.

401k plan membership statisitcs for ACCA NEW ENGLAND RETIREMENT SAVINGS PLAN FBO ATLANTIC HEATING & AIR CONDITIONING CO., INC.

Measure Date Value
2019: ACCA NEW ENGLAND RETIREMENT SAVINGS PLAN FBO ATLANTIC HEATING & AIR CONDITIONING CO., INC. 2019 401k membership
Total participants, beginning-of-year 2019-01-01 64
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 39
Number of retired or separated participants receiving benefits 2019-01-01 2
Number of other retired or separated participants entitled to future benefits 2019-01-01 24
Total of all active and inactive participants 2019-01-01 65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 65
Number of participants with account balances 2019-01-01 65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: ACCA NEW ENGLAND RETIREMENT SAVINGS PLAN FBO ATLANTIC HEATING & AIR CONDITIONING CO., INC. 2018 401k membership
Total participants, beginning-of-year 2018-01-01 61
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 40
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 24
Total of all active and inactive participants 2018-01-01 64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 64
Number of participants with account balances 2018-01-01 64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: ACCA NEW ENGLAND RETIREMENT SAVINGS PLAN FBO ATLANTIC HEATING & AIR CONDITIONING CO., INC. 2017 401k membership
Total participants, beginning-of-year 2017-01-01 61
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 37
Number of retired or separated participants receiving benefits 2017-01-01 4
Number of other retired or separated participants entitled to future benefits 2017-01-01 20
Total of all active and inactive participants 2017-01-01 61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 61
Number of participants with account balances 2017-01-01 61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: ACCA NEW ENGLAND RETIREMENT SAVINGS PLAN FBO ATLANTIC HEATING & AIR CONDITIONING CO., INC. 2016 401k membership
Total participants, beginning-of-year 2016-01-01 62
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 34
Number of retired or separated participants receiving benefits 2016-01-01 4
Number of other retired or separated participants entitled to future benefits 2016-01-01 20
Total of all active and inactive participants 2016-01-01 58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 58
Number of participants with account balances 2016-01-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: ACCA NEW ENGLAND RETIREMENT SAVINGS PLAN FBO ATLANTIC HEATING & AIR CONDITIONING CO., INC. 2015 401k membership
Total participants, beginning-of-year 2015-01-01 63
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 46
Number of retired or separated participants receiving benefits 2015-01-01 12
Number of other retired or separated participants entitled to future benefits 2015-01-01 4
Total of all active and inactive participants 2015-01-01 62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 62
Number of participants with account balances 2015-01-01 56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: ACCA NEW ENGLAND RETIREMENT SAVINGS PLAN FBO ATLANTIC HEATING & AIR CONDITIONING CO., INC. 2014 401k membership
Total participants, beginning-of-year 2014-01-01 63
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 33
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 29
Total of all active and inactive participants 2014-01-01 63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 63
Number of participants with account balances 2014-01-01 63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: ACCA NEW ENGLAND RETIREMENT SAVINGS PLAN FBO ATLANTIC HEATING & AIR CONDITIONING CO., INC. 2013 401k membership
Total participants, beginning-of-year 2013-01-01 39
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 44
Number of retired or separated participants receiving benefits 2013-01-01 2
Number of other retired or separated participants entitled to future benefits 2013-01-01 12
Total of all active and inactive participants 2013-01-01 58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 58
Number of participants with account balances 2013-01-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: ACCA NEW ENGLAND RETIREMENT SAVINGS PLAN FBO ATLANTIC HEATING & AIR CONDITIONING CO., INC. 2012 401k membership
Total participants, beginning-of-year 2012-01-01 40
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 35
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 3
Total of all active and inactive participants 2012-01-01 39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 39
Number of participants with account balances 2012-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2019: ACCA NEW ENGLAND RETIREMENT SAVINGS PLAN FBO ATLANTIC HEATING & AIR CONDITIONING CO., INC. 2019 401k membership
Total participants, beginning-of-year	2019-01-01	64
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	39
Number of retired or separated participants receiving benefits	2019-01-01	2
Number of other retired or separated participants entitled to future benefits	2019-01-01	24
Total of all active and inactive participants	2019-01-01	65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	65
Number of participants with account balances	2019-01-01	65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: ACCA NEW ENGLAND RETIREMENT SAVINGS PLAN FBO ATLANTIC HEATING & AIR CONDITIONING CO., INC. 2018 401k membership
Total participants, beginning-of-year	2018-01-01	61
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	40
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	24
Total of all active and inactive participants	2018-01-01	64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	64
Number of participants with account balances	2018-01-01	64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: ACCA NEW ENGLAND RETIREMENT SAVINGS PLAN FBO ATLANTIC HEATING & AIR CONDITIONING CO., INC. 2017 401k membership
Total participants, beginning-of-year	2017-01-01	61
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	37
Number of retired or separated participants receiving benefits	2017-01-01	4
Number of other retired or separated participants entitled to future benefits	2017-01-01	20
Total of all active and inactive participants	2017-01-01	61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	61
Number of participants with account balances	2017-01-01	61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: ACCA NEW ENGLAND RETIREMENT SAVINGS PLAN FBO ATLANTIC HEATING & AIR CONDITIONING CO., INC. 2016 401k membership
Total participants, beginning-of-year	2016-01-01	62
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	34
Number of retired or separated participants receiving benefits	2016-01-01	4
Number of other retired or separated participants entitled to future benefits	2016-01-01	20
Total of all active and inactive participants	2016-01-01	58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	58
Number of participants with account balances	2016-01-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: ACCA NEW ENGLAND RETIREMENT SAVINGS PLAN FBO ATLANTIC HEATING & AIR CONDITIONING CO., INC. 2015 401k membership
Total participants, beginning-of-year	2015-01-01	63
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	46
Number of retired or separated participants receiving benefits	2015-01-01	12
Number of other retired or separated participants entitled to future benefits	2015-01-01	4
Total of all active and inactive participants	2015-01-01	62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	62
Number of participants with account balances	2015-01-01	56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: ACCA NEW ENGLAND RETIREMENT SAVINGS PLAN FBO ATLANTIC HEATING & AIR CONDITIONING CO., INC. 2014 401k membership
Total participants, beginning-of-year	2014-01-01	63
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	33
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	29
Total of all active and inactive participants	2014-01-01	63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	63
Number of participants with account balances	2014-01-01	63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: ACCA NEW ENGLAND RETIREMENT SAVINGS PLAN FBO ATLANTIC HEATING & AIR CONDITIONING CO., INC. 2013 401k membership
Total participants, beginning-of-year	2013-01-01	39
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	44
Number of retired or separated participants receiving benefits	2013-01-01	2
Number of other retired or separated participants entitled to future benefits	2013-01-01	12
Total of all active and inactive participants	2013-01-01	58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	58
Number of participants with account balances	2013-01-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: ACCA NEW ENGLAND RETIREMENT SAVINGS PLAN FBO ATLANTIC HEATING & AIR CONDITIONING CO., INC. 2012 401k membership
Total participants, beginning-of-year	2012-01-01	40
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	35
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	3
Total of all active and inactive participants	2012-01-01	39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	39
Number of participants with account balances	2012-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on ACCA NEW ENGLAND RETIREMENT SAVINGS PLAN FBO ATLANTIC HEATING & AIR CONDITIONING CO., INC.

Measure	Date	Value
2019 : ACCA NEW ENGLAND RETIREMENT SAVINGS PLAN FBO ATLANTIC HEATING & AIR CONDITIONING CO., INC. 2019 401k financial data
Total income from all sources	2019-12-31	$1,168,682
Expenses. Total of all expenses incurred	2019-12-31	$173,578
Benefits paid (including direct rollovers)	2019-12-31	$128,403
Total plan assets at end of year	2019-12-31	$5,096,620
Total plan assets at beginning of year	2019-12-31	$4,101,516
Value of fidelity bond covering the plan	2019-12-31	$325,000
Total contributions received or receivable from participants	2019-12-31	$189,348
Contributions received from other sources (not participants or employers)	2019-12-31	$81,686
Other income received	2019-12-31	$777,110
Net income (gross income less expenses)	2019-12-31	$995,104
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$5,096,620
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$4,101,516
Assets. Value of participant loans	2019-12-31	$147,104
Total contributions received or receivable from employer(s)	2019-12-31	$120,538
Value of certain deemed distributions of participant loans	2019-12-31	$2,610
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$42,565
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : ACCA NEW ENGLAND RETIREMENT SAVINGS PLAN FBO ATLANTIC HEATING & AIR CONDITIONING CO., INC. 2018 401k financial data
Total income from all sources	2018-12-31	$93,770
Expenses. Total of all expenses incurred	2018-12-31	$399,007
Benefits paid (including direct rollovers)	2018-12-31	$372,648
Total plan assets at end of year	2018-12-31	$4,101,516
Total plan assets at beginning of year	2018-12-31	$4,406,753
Value of fidelity bond covering the plan	2018-12-31	$325,000
Total contributions received or receivable from participants	2018-12-31	$185,394
Contributions received from other sources (not participants or employers)	2018-12-31	$77,950
Other income received	2018-12-31	$-285,847
Net income (gross income less expenses)	2018-12-31	$-305,237
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$4,101,516
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$4,406,753
Assets. Value of participant loans	2018-12-31	$118,911
Total contributions received or receivable from employer(s)	2018-12-31	$116,273
Value of certain deemed distributions of participant loans	2018-12-31	$1,723
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$24,636
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : ACCA NEW ENGLAND RETIREMENT SAVINGS PLAN FBO ATLANTIC HEATING & AIR CONDITIONING CO., INC. 2017 401k financial data
Total income from all sources	2017-12-31	$834,361
Expenses. Total of all expenses incurred	2017-12-31	$517,914
Benefits paid (including direct rollovers)	2017-12-31	$492,425
Total plan assets at end of year	2017-12-31	$4,406,753
Total plan assets at beginning of year	2017-12-31	$4,090,306
Value of fidelity bond covering the plan	2017-12-31	$325,000
Total contributions received or receivable from participants	2017-12-31	$132,289
Contributions received from other sources (not participants or employers)	2017-12-31	$46,750
Other income received	2017-12-31	$549,112
Net income (gross income less expenses)	2017-12-31	$316,447
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$4,406,753
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$4,090,306
Assets. Value of participant loans	2017-12-31	$91,751
Total contributions received or receivable from employer(s)	2017-12-31	$106,210
Value of certain deemed distributions of participant loans	2017-12-31	$3,580
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$21,909
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : ACCA NEW ENGLAND RETIREMENT SAVINGS PLAN FBO ATLANTIC HEATING & AIR CONDITIONING CO., INC. 2016 401k financial data
Total income from all sources	2016-12-31	$578,113
Expenses. Total of all expenses incurred	2016-12-31	$346,485
Benefits paid (including direct rollovers)	2016-12-31	$310,567
Total plan assets at end of year	2016-12-31	$4,090,306
Total plan assets at beginning of year	2016-12-31	$3,858,678
Value of fidelity bond covering the plan	2016-12-31	$325,000
Total contributions received or receivable from participants	2016-12-31	$165,125
Contributions received from other sources (not participants or employers)	2016-12-31	$23,000
Other income received	2016-12-31	$282,297
Net income (gross income less expenses)	2016-12-31	$231,628
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$4,090,306
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$3,858,678
Assets. Value of participant loans	2016-12-31	$97,686
Total contributions received or receivable from employer(s)	2016-12-31	$107,691
Value of certain deemed distributions of participant loans	2016-12-31	$997
Value of corrective distributions	2016-12-31	$13,299
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$21,622
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : ACCA NEW ENGLAND RETIREMENT SAVINGS PLAN FBO ATLANTIC HEATING & AIR CONDITIONING CO., INC. 2015 401k financial data
Total income from all sources	2015-12-31	$211,726
Expenses. Total of all expenses incurred	2015-12-31	$272,196
Benefits paid (including direct rollovers)	2015-12-31	$249,800
Total plan assets at end of year	2015-12-31	$3,804,094
Total plan assets at beginning of year	2015-12-31	$3,864,564
Value of fidelity bond covering the plan	2015-12-31	$325,000
Total contributions received or receivable from participants	2015-12-31	$125,776
Contributions received from other sources (not participants or employers)	2015-12-31	$54,866
Other income received	2015-12-31	$-57,536
Net income (gross income less expenses)	2015-12-31	$-60,470
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$3,804,094
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,864,564
Assets. Value of participant loans	2015-12-31	$145,427
Total contributions received or receivable from employer(s)	2015-12-31	$88,620
Value of certain deemed distributions of participant loans	2015-12-31	$15,535
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$22,396
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : ACCA NEW ENGLAND RETIREMENT SAVINGS PLAN FBO ATLANTIC HEATING & AIR CONDITIONING CO., INC. 2014 401k financial data
Total income from all sources	2014-12-31	$435,698
Expenses. Total of all expenses incurred	2014-12-31	$318,126
Benefits paid (including direct rollovers)	2014-12-31	$282,239
Total plan assets at end of year	2014-12-31	$3,864,564
Total plan assets at beginning of year	2014-12-31	$3,746,992
Value of fidelity bond covering the plan	2014-12-31	$386,453
Total contributions received or receivable from participants	2014-12-31	$119,582
Contributions received from other sources (not participants or employers)	2014-12-31	$81,038
Other income received	2014-12-31	$236,030
Net income (gross income less expenses)	2014-12-31	$117,572
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,864,564
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,746,992
Assets. Value of participant loans	2014-12-31	$137,027
Total contributions received or receivable from employer(s)	2014-12-31	$80,086
Value of certain deemed distributions of participant loans	2014-12-31	$13,790
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$22,097
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : ACCA NEW ENGLAND RETIREMENT SAVINGS PLAN FBO ATLANTIC HEATING & AIR CONDITIONING CO., INC. 2013 401k financial data
Total income from all sources	2013-12-31	$721,161
Expenses. Total of all expenses incurred	2013-12-31	$249,166
Benefits paid (including direct rollovers)	2013-12-31	$228,420
Total plan assets at end of year	2013-12-31	$3,746,992
Total plan assets at beginning of year	2013-12-31	$3,274,997
Total contributions received or receivable from participants	2013-12-31	$124,549
Other income received	2013-12-31	$519,810
Net income (gross income less expenses)	2013-12-31	$471,995
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,746,992
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,274,997
Assets. Value of participant loans	2013-12-31	$103,502
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2013-12-31	$325,000
Total contributions received or receivable from employer(s)	2013-12-31	$76,802
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$20,746
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : ACCA NEW ENGLAND RETIREMENT SAVINGS PLAN FBO ATLANTIC HEATING & AIR CONDITIONING CO., INC. 2012 401k financial data
Transfers to/from the plan	2012-12-31	$3,092,389
Total income from all sources	2012-12-31	$229,383
Expenses. Total of all expenses incurred	2012-12-31	$46,775
Benefits paid (including direct rollovers)	2012-12-31	$46,342
Total plan assets at end of year	2012-12-31	$3,274,997
Total plan assets at beginning of year	2012-12-31	$0
Total contributions received or receivable from participants	2012-12-31	$62,915
Other income received	2012-12-31	$166,468
Net income (gross income less expenses)	2012-12-31	$182,608
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,274,997
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$0
Assets. Value of participant loans	2012-12-31	$95,771
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2012-12-31	$325,000
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$433
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0

Form 5500 Responses for ACCA NEW ENGLAND RETIREMENT SAVINGS PLAN FBO ATLANTIC HEATING & AIR CONDITIONING CO., INC.

2019: ACCA NEW ENGLAND RETIREMENT SAVINGS PLAN FBO ATLANTIC HEATING & AIR CONDITIONING CO., INC. 2019 form 5500 responses
2019-01-01	Type of plan entity	Mulitple employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ACCA NEW ENGLAND RETIREMENT SAVINGS PLAN FBO ATLANTIC HEATING & AIR CONDITIONING CO., INC. 2018 form 5500 responses
2018-01-01	Type of plan entity	Mulitple employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ACCA NEW ENGLAND RETIREMENT SAVINGS PLAN FBO ATLANTIC HEATING & AIR CONDITIONING CO., INC. 2017 form 5500 responses
2017-01-01	Type of plan entity	Mulitple employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ACCA NEW ENGLAND RETIREMENT SAVINGS PLAN FBO ATLANTIC HEATING & AIR CONDITIONING CO., INC. 2016 form 5500 responses
2016-01-01	Type of plan entity	Mulitple employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ACCA NEW ENGLAND RETIREMENT SAVINGS PLAN FBO ATLANTIC HEATING & AIR CONDITIONING CO., INC. 2015 form 5500 responses
2015-01-01	Type of plan entity	Mulitple employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ACCA NEW ENGLAND RETIREMENT SAVINGS PLAN FBO ATLANTIC HEATING & AIR CONDITIONING CO., INC. 2014 form 5500 responses
2014-01-01	Type of plan entity	Mulitple employer plan
2014-01-01	Submission has been amended	Yes
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ACCA NEW ENGLAND RETIREMENT SAVINGS PLAN FBO ATLANTIC HEATING & AIR CONDITIONING CO., INC. 2013 form 5500 responses
2013-01-01	Type of plan entity	Mulitple employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ACCA NEW ENGLAND RETIREMENT SAVINGS PLAN FBO ATLANTIC HEATING & AIR CONDITIONING CO., INC. 2012 form 5500 responses
2012-01-01	Type of plan entity	Mulitple employer plan
2012-01-01	First time form 5500 has been submitted	Yes
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ATLANTIC HEATING & AIR CONDITIONING CO., INC.
Employer identification number (EIN):	042303434
NAIC Classification:	238220
NAIC Description:	Plumbing, Heating, and Air-Conditioning Contractors

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1964-09-29
Company Identification Number:	285452
Legal Registered Office Address:	5136 BERNITA ST. JACKSONVILLE 32210

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
005	2019-01-01	LEE D. VOGT	2020-10-06
005	2018-01-01	LEE D. VOGT	2019-08-26
005	2017-01-01
005	2016-01-01
005	2015-01-01
005	2015-01-01
005	2014-01-01	LEE D. VOGT
005	2014-01-01
005	2013-01-01	LEE D. VOGT
005	2012-01-01	LEE D. VOGT