401k Plan data: COMFORT SYSTEMS OF VIRGINIA, INC. 401(K) PLAN plan

COMFORT SYSTEMS OF VIRGINIA, INC. 401(K) PLAN 401k Plan overview

Plan Name	COMFORT SYSTEMS OF VIRGINIA, INC. 401(K) PLAN
Plan identification number	001

COMFORT SYSTEMS OF VIRGINIA, INC. 401(K) PLAN Benefits

401k Plan Type

Defined 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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

COMFORT SYSTEMS OF VIRGINIA, INC has sponsored the creation of one or more 401k plans.

Company Name: COMFORT SYSTEMS OF VIRGINIA, INC

Employer identification number (EIN): 161760140

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COMFORT SYSTEMS OF VIRGINIA, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 ASHLEY SHELBURNE ASHLEY SHELBURNE 2018-10-09
001 2016-01-01 ASHLEY SHELBURNE 2017-02-23 ASHLEY SHELBURNE 2017-02-23
001 2015-01-01 ASHLEY SHELBURNE 2016-07-15 ASHLEY SHELBURNE 2016-07-15
001 2014-01-01 ASHLEY SHELBURNE 2015-06-16 ASHLEY SHELBURNE 2015-06-16
001 2013-01-01 RHONDA BRIDGEMAN 2014-06-30 RHONDA BRIDGEMAN 2014-06-30
001 2012-01-01 ASHLEY SHELBURNE 2013-02-18 RHONDA BRIDGEMAN 2013-02-18
001 2011-01-01 ASHLEY SHELBURNE 2012-02-20 RHONDA BRIDGEMAN 2012-02-20
001 2010-01-01 ASHLEY SHELBURNE 2011-07-26 ASHLEY SHELBURNE 2011-07-26

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	ASHLEY SHELBURNE		ASHLEY SHELBURNE	2018-10-09
001	2016-01-01	ASHLEY SHELBURNE	2017-02-23	ASHLEY SHELBURNE	2017-02-23
001	2015-01-01	ASHLEY SHELBURNE	2016-07-15	ASHLEY SHELBURNE	2016-07-15
001	2014-01-01	ASHLEY SHELBURNE	2015-06-16	ASHLEY SHELBURNE	2015-06-16
001	2013-01-01	RHONDA BRIDGEMAN	2014-06-30	RHONDA BRIDGEMAN	2014-06-30
001	2012-01-01	ASHLEY SHELBURNE	2013-02-18	RHONDA BRIDGEMAN	2013-02-18
001	2011-01-01	ASHLEY SHELBURNE	2012-02-20	RHONDA BRIDGEMAN	2012-02-20
001	2010-01-01	ASHLEY SHELBURNE	2011-07-26	ASHLEY SHELBURNE	2011-07-26

Plan Statistics for COMFORT SYSTEMS OF VIRGINIA, INC. 401(K) PLAN

401k plan membership statisitcs for COMFORT SYSTEMS OF VIRGINIA, INC. 401(K) PLAN

Measure Date Value
2023: COMFORT SYSTEMS OF VIRGINIA, INC. 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 290
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 260
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 36
Total of all active and inactive participants 2023-01-01 296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 2
Total participants 2023-01-01 298
Number of participants with account balances 2023-01-01 244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 1
2022: COMFORT SYSTEMS OF VIRGINIA, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 287
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 251
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 31
Total of all active and inactive participants 2022-01-01 282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 2
Total participants 2022-01-01 284
Number of participants with account balances 2022-01-01 231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 2
2021: COMFORT SYSTEMS OF VIRGINIA, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 206
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 196
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 23
Total of all active and inactive participants 2021-01-01 219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 220
Number of participants with account balances 2021-01-01 172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 3
2020: COMFORT SYSTEMS OF VIRGINIA, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 179
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 194
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 13
Total of all active and inactive participants 2020-01-01 207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 208
Number of participants with account balances 2020-01-01 142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 3
2019: COMFORT SYSTEMS OF VIRGINIA, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 167
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 136
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 15
Total of all active and inactive participants 2019-01-01 151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 151
Number of participants with account balances 2019-01-01 107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 8
2018: COMFORT SYSTEMS OF VIRGINIA, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 142
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 152
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 4
Total of all active and inactive participants 2018-01-01 156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 156
Number of participants with account balances 2018-01-01 86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 9
2017: COMFORT SYSTEMS OF VIRGINIA, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 126
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 120
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 10
Total of all active and inactive participants 2017-01-01 130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 130
Number of participants with account balances 2017-01-01 73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 6

Measure	Date	Value
2023: COMFORT SYSTEMS OF VIRGINIA, INC. 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	290
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	260
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	36
Total of all active and inactive participants	2023-01-01	296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	2
Total participants	2023-01-01	298
Number of participants with account balances	2023-01-01	244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	1
2022: COMFORT SYSTEMS OF VIRGINIA, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	287
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	251
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	31
Total of all active and inactive participants	2022-01-01	282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	2
Total participants	2022-01-01	284
Number of participants with account balances	2022-01-01	231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	2
2021: COMFORT SYSTEMS OF VIRGINIA, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	206
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	196
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	23
Total of all active and inactive participants	2021-01-01	219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	220
Number of participants with account balances	2021-01-01	172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	3
2020: COMFORT SYSTEMS OF VIRGINIA, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	179
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	194
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	13
Total of all active and inactive participants	2020-01-01	207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	208
Number of participants with account balances	2020-01-01	142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	3
2019: COMFORT SYSTEMS OF VIRGINIA, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	167
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	136
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	15
Total of all active and inactive participants	2019-01-01	151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	151
Number of participants with account balances	2019-01-01	107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	8
2018: COMFORT SYSTEMS OF VIRGINIA, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	142
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	152
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	4
Total of all active and inactive participants	2018-01-01	156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	156
Number of participants with account balances	2018-01-01	86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	9
2017: COMFORT SYSTEMS OF VIRGINIA, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	126
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	120
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	10
Total of all active and inactive participants	2017-01-01	130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	130
Number of participants with account balances	2017-01-01	73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	6

Financial Data on COMFORT SYSTEMS OF VIRGINIA, INC. 401(K) PLAN

Measure	Date	Value
2023 : COMFORT SYSTEMS OF VIRGINIA, INC. 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$4,220,217
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$1,021,180
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$941,830
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$3,004,828
Value of total assets at end of year	2023-12-31	$9,265,554
Value of total assets at beginning of year	2023-12-31	$6,066,517
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$79,350
Total interest from all sources	2023-12-31	$30,230
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$12,072
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$12,072
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$691,602
Participant contributions at end of year	2023-12-31	$355,802
Participant contributions at beginning of year	2023-12-31	$190,253
Participant contributions at end of year	2023-12-31	$9,899
Participant contributions at beginning of year	2023-12-31	$7,203
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$1,426,897
Other income not declared elsewhere	2023-12-31	$-1,993
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$3,199,037
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$9,265,554
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$6,066,517
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$765,588
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$524,675
Value of interest in pooled separate accounts at end of year	2023-12-31	$831,061
Value of interest in pooled separate accounts at beginning of year	2023-12-31	$632,596
Interest on participant loans	2023-12-31	$20,242
Interest earned on other investments	2023-12-31	$9,988
Value of interest in common/collective trusts at end of year	2023-12-31	$7,003,635
Value of interest in common/collective trusts at beginning of year	2023-12-31	$4,425,989
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$281,328
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$278,094
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$95,983
Net investment gain/loss from pooled separate accounts	2023-12-31	$148,942
Net investment gain or loss from common/collective trusts	2023-12-31	$930,155
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$886,329
Employer contributions (assets) at end of year	2023-12-31	$18,241
Employer contributions (assets) at beginning of year	2023-12-31	$7,707
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$941,830
Contract administrator fees	2023-12-31	$79,350
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Disclaimer
Accountancy firm name	2023-12-31	COLBY AND COMPANY PLC
Accountancy firm EIN	2023-12-31	541391989
2022 : COMFORT SYSTEMS OF VIRGINIA, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$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	$-30,876
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$623,411
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$557,653
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,128,414
Value of total assets at end of year	2022-12-31	$6,066,517
Value of total assets at beginning of year	2022-12-31	$6,720,804
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$65,758
Total interest from all sources	2022-12-31	$11,297
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$11,019
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$11,019
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$481,552
Participant contributions at end of year	2022-12-31	$190,253
Participant contributions at beginning of year	2022-12-31	$184,781
Participant contributions at end of year	2022-12-31	$7,203
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$59,047
Other income not declared elsewhere	2022-12-31	$342
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-654,287
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$6,066,517
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$6,720,804
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$524,675
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$708,439
Value of interest in pooled separate accounts at end of year	2022-12-31	$632,596
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$830,463
Interest on participant loans	2022-12-31	$10,860
Interest earned on other investments	2022-12-31	$437
Value of interest in common/collective trusts at end of year	2022-12-31	$4,425,989
Value of interest in common/collective trusts at beginning of year	2022-12-31	$4,722,774
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$278,094
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$274,347
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-181,325
Net investment gain/loss from pooled separate accounts	2022-12-31	$-159,868
Net investment gain or loss from common/collective trusts	2022-12-31	$-840,755
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$587,815
Employer contributions (assets) at end of year	2022-12-31	$7,707
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$557,653
Contract administrator fees	2022-12-31	$65,758
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Disclaimer
Accountancy firm name	2022-12-31	COLBY AND COMPANY PLC
Accountancy firm EIN	2022-12-31	541391989
2021 : COMFORT SYSTEMS OF VIRGINIA, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$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	$1,895,715
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$372,742
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$310,131
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,080,415
Value of total assets at end of year	2021-12-31	$6,720,804
Value of total assets at beginning of year	2021-12-31	$5,197,831
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$62,611
Total interest from all sources	2021-12-31	$10,227
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$6,287
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$6,287
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$414,133
Participant contributions at end of year	2021-12-31	$184,781
Participant contributions at beginning of year	2021-12-31	$150,858
Participant contributions at beginning of year	2021-12-31	$13,839
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$58,737
Other income not declared elsewhere	2021-12-31	$276
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,522,973
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$6,720,804
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$5,197,831
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$708,439
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$607,164
Value of interest in pooled separate accounts at end of year	2021-12-31	$830,463
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$748,083
Interest on participant loans	2021-12-31	$9,708
Interest earned on other investments	2021-12-31	$519
Value of interest in common/collective trusts at end of year	2021-12-31	$4,722,774
Value of interest in common/collective trusts at beginning of year	2021-12-31	$3,396,330
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$274,347
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$270,207
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$82,989
Net investment gain/loss from pooled separate accounts	2021-12-31	$159,786
Net investment gain or loss from common/collective trusts	2021-12-31	$555,735
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$607,545
Employer contributions (assets) at beginning of year	2021-12-31	$11,350
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$310,131
Contract administrator fees	2021-12-31	$62,611
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	COLBY AND COMPANY PLC
Accountancy firm EIN	2021-12-31	541391989
2020 : COMFORT SYSTEMS OF VIRGINIA, INC. 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets	2020-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$0
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$1,602,266
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	$1,399,489
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$163,532
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$117,986
Expenses. Certain deemed distributions of participant loans	2020-12-31	$0
Value of total corrective distributions	2020-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$715,062
Value of total assets at end of year	2020-12-31	$5,197,831
Value of total assets at beginning of year	2020-12-31	$2,359,608
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$45,546
Total income from rents	2020-12-31	$0
Total interest from all sources	2020-12-31	$13,050
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$5,242
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$5,242
Administrative expenses professional fees incurred	2020-12-31	$0
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Amount of non-exempt transactions with any party-in-interest	2020-12-31	$0
Contributions received from participants	2020-12-31	$394,445
Participant contributions at end of year	2020-12-31	$150,858
Participant contributions at beginning of year	2020-12-31	$126,272
Participant contributions at end of year	2020-12-31	$13,839
Participant contributions at beginning of year	2020-12-31	$1,412
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$17,208
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 year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$0
Other income not declared elsewhere	2020-12-31	$-2,219
Administrative expenses (other) incurred	2020-12-31	$0
Liabilities. Value of operating payables at beginning of year	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,235,957
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$5,197,831
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$2,359,608
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
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 year	2020-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2020-12-31	$0
Investment advisory and management fees	2020-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$607,164
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$84,654
Value of interest in pooled separate accounts at end of year	2020-12-31	$748,083
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$86,811
Interest on participant loans	2020-12-31	$8,662
Income. Interest from loans (other than to participants)	2020-12-31	$0
Interest earned on other investments	2020-12-31	$4,388
Income. Interest from US Government securities	2020-12-31	$0
Income. Interest from corporate debt instruments	2020-12-31	$0
Value of interest in common/collective trusts at end of year	2020-12-31	$3,396,330
Value of interest in common/collective trusts at beginning of year	2020-12-31	$2,029,318
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 year	2020-12-31	$270,207
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$30,675
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$98,769
Net investment gain/loss from pooled separate accounts	2020-12-31	$107,381
Net investment gain or loss from common/collective trusts	2020-12-31	$462,204
Net gain/loss from 103.12 investment entities	2020-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$303,409
Employer contributions (assets) at end of year	2020-12-31	$11,350
Employer contributions (assets) at beginning of year	2020-12-31	$466
Income. Dividends from preferred stock	2020-12-31	$0
Income. Dividends from common stock	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$117,986
Contract administrator fees	2020-12-31	$45,546
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$0
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Aggregate proceeds on sale of assets	2020-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2020-12-31	$0
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
2019 : COMFORT SYSTEMS OF VIRGINIA, INC. 401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets	2019-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	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 income from all sources (including contributions)	2019-12-31	$1,047,524
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$115,585
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$94,679
Expenses. Certain deemed distributions of participant loans	2019-12-31	$0
Value of total corrective distributions	2019-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$681,321
Value of total assets at end of year	2019-12-31	$2,359,608
Value of total assets at beginning of year	2019-12-31	$1,427,669
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$20,906
Total income from rents	2019-12-31	$0
Total interest from all sources	2019-12-31	$8,763
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$777
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$777
Administrative expenses professional fees incurred	2019-12-31	$0
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Amount of non-exempt transactions with any party-in-interest	2019-12-31	$0
Contributions received from participants	2019-12-31	$270,532
Participant contributions at end of year	2019-12-31	$126,272
Participant contributions at beginning of year	2019-12-31	$105,172
Participant contributions at end of year	2019-12-31	$1,412
Participant contributions at beginning of year	2019-12-31	$16,740
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$124,204
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 year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$0
Other income not declared elsewhere	2019-12-31	$868
Administrative expenses (other) incurred	2019-12-31	$0
Liabilities. Value of operating payables at beginning of year	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$931,939
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$2,359,608
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,427,669
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
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 year	2019-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2019-12-31	$0
Investment advisory and management fees	2019-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$84,654
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$0
Value of interest in pooled separate accounts at end of year	2019-12-31	$86,811
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$1,253,429
Interest on participant loans	2019-12-31	$8,460
Income. Interest from loans (other than to participants)	2019-12-31	$0
Interest earned on other investments	2019-12-31	$303
Income. Interest from US Government securities	2019-12-31	$0
Income. Interest from corporate debt instruments	2019-12-31	$0
Value of interest in common/collective trusts at end of year	2019-12-31	$2,029,318
Value of interest in common/collective trusts at beginning of year	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 year	2019-12-31	$30,675
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$45,368
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$6,492
Net investment gain/loss from pooled separate accounts	2019-12-31	$147,103
Net investment gain or loss from common/collective trusts	2019-12-31	$202,200
Net gain/loss from 103.12 investment entities	2019-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$286,585
Employer contributions (assets) at end of year	2019-12-31	$466
Employer contributions (assets) at beginning of year	2019-12-31	$6,960
Income. Dividends from preferred stock	2019-12-31	$0
Income. Dividends from common stock	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$94,679
Contract administrator fees	2019-12-31	$20,906
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$0
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Aggregate proceeds on sale of assets	2019-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2019-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	COLBY AND COMPANY PLC
Accountancy firm EIN	2019-12-31	541391989
2018 : COMFORT SYSTEMS OF VIRGINIA, INC. 401(K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets	2018-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$0
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$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	$191,862
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$70,910
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$60,749
Expenses. Certain deemed distributions of participant loans	2018-12-31	$0
Value of total corrective distributions	2018-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$293,947
Value of total assets at end of year	2018-12-31	$1,427,669
Value of total assets at beginning of year	2018-12-31	$1,306,717
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$10,161
Total income from rents	2018-12-31	$0
Total interest from all sources	2018-12-31	$5,056
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$0
Administrative expenses professional fees incurred	2018-12-31	$0
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Amount of non-exempt transactions with any party-in-interest	2018-12-31	$0
Contributions received from participants	2018-12-31	$215,865
Participant contributions at end of year	2018-12-31	$105,172
Participant contributions at beginning of year	2018-12-31	$60,393
Participant contributions at end of year	2018-12-31	$16,740
Participant contributions at beginning of year	2018-12-31	$5,876
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$1,000
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 year	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$0
Other income not declared elsewhere	2018-12-31	$-97
Administrative expenses (other) incurred	2018-12-31	$0
Liabilities. Value of operating payables at beginning of year	2018-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$120,952
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$1,427,669
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$1,306,717
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
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 year	2018-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2018-12-31	$0
Investment advisory and management fees	2018-12-31	$0
Value of interest in pooled separate accounts at end of year	2018-12-31	$1,253,429
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$1,200,416
Interest on participant loans	2018-12-31	$4,874
Income. Interest from loans (other than to participants)	2018-12-31	$0
Interest earned on other investments	2018-12-31	$182
Income. Interest from US Government securities	2018-12-31	$0
Income. Interest from corporate debt instruments	2018-12-31	$0
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 year	2018-12-31	$45,368
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$37,344
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$0
Net investment gain/loss from pooled separate accounts	2018-12-31	$-107,044
Net investment gain or loss from common/collective trusts	2018-12-31	$0
Net gain/loss from 103.12 investment entities	2018-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$77,082
Employer contributions (assets) at end of year	2018-12-31	$6,960
Employer contributions (assets) at beginning of year	2018-12-31	$2,688
Income. Dividends from preferred stock	2018-12-31	$0
Income. Dividends from common stock	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$60,749
Contract administrator fees	2018-12-31	$10,161
Liabilities. Value of benefit claims payable at beginning of year	2018-12-31	$0
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Aggregate proceeds on sale of assets	2018-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2018-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2018-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	COLBY AND COMPANY PLC
Accountancy firm EIN	2018-12-31	541391989
2017 : COMFORT SYSTEMS OF VIRGINIA, INC. 401(K) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets	2017-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$0
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$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	$500,617
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$11,381
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$10,028
Expenses. Certain deemed distributions of participant loans	2017-12-31	$0
Value of total corrective distributions	2017-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$347,612
Value of total assets at end of year	2017-12-31	$1,306,717
Value of total assets at beginning of year	2017-12-31	$817,481
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$1,353
Total income from rents	2017-12-31	$0
Total interest from all sources	2017-12-31	$2,091
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$0
Administrative expenses professional fees incurred	2017-12-31	$0
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Amount of non-exempt transactions with any party-in-interest	2017-12-31	$0
Contributions received from participants	2017-12-31	$157,038
Participant contributions at end of year	2017-12-31	$60,393
Participant contributions at beginning of year	2017-12-31	$40,166
Participant contributions at end of year	2017-12-31	$5,876
Participant contributions at beginning of year	2017-12-31	$2,385
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$122,482
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 year	2017-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$0
Other income not declared elsewhere	2017-12-31	$-731
Administrative expenses (other) incurred	2017-12-31	$0
Liabilities. Value of operating payables at beginning of year	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$489,236
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$1,306,717
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$817,481
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
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 year	2017-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2017-12-31	$0
Investment advisory and management fees	2017-12-31	$0
Value of interest in pooled separate accounts at end of year	2017-12-31	$1,200,416
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$744,080
Interest on participant loans	2017-12-31	$2,059
Income. Interest from loans (other than to participants)	2017-12-31	$0
Interest earned on other investments	2017-12-31	$32
Income. Interest from US Government securities	2017-12-31	$0
Income. Interest from corporate debt instruments	2017-12-31	$0
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 year	2017-12-31	$37,344
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$29,809
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$0
Net investment gain/loss from pooled separate accounts	2017-12-31	$151,645
Net investment gain or loss from common/collective trusts	2017-12-31	$0
Net gain/loss from 103.12 investment entities	2017-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$68,092
Employer contributions (assets) at end of year	2017-12-31	$2,688
Employer contributions (assets) at beginning of year	2017-12-31	$1,041
Income. Dividends from preferred stock	2017-12-31	$0
Income. Dividends from common stock	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$10,028
Contract administrator fees	2017-12-31	$1,353
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	Yes
Liabilities. Value of benefit claims payable at beginning of year	2017-12-31	$0
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Aggregate proceeds on sale of assets	2017-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2017-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2017-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	COLBY AND COMPANY PLC
Accountancy firm EIN	2017-12-31	541391989

Form 5500 Responses for COMFORT SYSTEMS OF VIRGINIA, INC. 401(K) PLAN

2023: COMFORT SYSTEMS OF VIRGINIA, INC. 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
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 – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: COMFORT SYSTEMS OF VIRGINIA, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: COMFORT SYSTEMS OF VIRGINIA, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: COMFORT SYSTEMS OF VIRGINIA, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: COMFORT SYSTEMS OF VIRGINIA, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
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 – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: COMFORT SYSTEMS OF VIRGINIA, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
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 – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: COMFORT SYSTEMS OF VIRGINIA, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
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 – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

531259

Policy instance

Insurance contract or identification number	531259
Number of Individuals Covered	298
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
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 number

531259

Policy instance

Insurance contract or identification number	531259
Number of Individuals Covered	284
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
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 number

531259

Policy instance

Insurance contract or identification number	531259
Number of Individuals Covered	220
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
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 number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	208
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
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 number

531259

Policy instance

Insurance contract or identification number	531259
Number of Individuals Covered	208
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
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 number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	151
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
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 number

531259

Policy instance

Insurance contract or identification number	531259
Number of Individuals Covered	151
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $1,696
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
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 Broker	USD $1,696
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

531259

Policy instance

Insurance contract or identification number	531259
Number of Individuals Covered	156
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $5,511
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
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 Broker	USD $3,207
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

616443

Policy instance

Insurance contract or identification number	616443
Number of Individuals Covered	0
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-27
Total amount of commissions paid to insurance broker	USD $4,213
Total amount of fees paid to insurance company	USD $2,322
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
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 Broker	USD $4,213
Amount paid for insurance broker fees	2322
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3
Insurance broker name	WELLS FARGO ADVISORS INS AGENCY LLC

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

531259

Policy instance

Insurance contract or identification number	531259
Number of Individuals Covered	130
Insurance policy start date	2017-12-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
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

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Company Name:	COMFORT SYSTEMS OF VIRGINIA, INC
Employer identification number (EIN):	161760140
NAIC Classification:	238220
NAIC Description:	Plumbing, Heating, and Air-Conditioning Contractors