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GENERAL SHEET METAL WORKS, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameGENERAL SHEET METAL WORKS, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

GENERAL SHEET METAL WORKS, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

GENERAL SHEET METAL WORKS, INC. has sponsored the creation of one or more 401k plans.

Company Name:GENERAL SHEET METAL WORKS, INC.
Employer identification number (EIN):350333580
NAIC Classification:332110

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GENERAL SHEET METAL WORKS, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JOHN T. AXELBERG JOHN T. AXELBERG2018-10-15
0012016-01-01JOHN T. AXELBERG JOHN T. AXELBERG2017-10-16
0012015-01-01JOHN T. AXELBERG JOHN T. AXELBERG2016-10-12
0012014-01-01JOHN T. AXELBERG JOHN T. AXELBERG2015-10-15
0012013-01-01JOHN T. AXELBERG JOHN T. AXELBERG2014-10-13
0012012-01-01JOHN T. AXELBERG JOHN T. AXELBERG2013-10-14
0012011-01-01JOHN T. AXELBERG JOHN T. AXELBERG2012-10-15
0012010-01-01JOHN T. AXELBERG JOHN T. AXELBERG2011-10-15
0012009-01-01JOHN T. AXELBERG JOHN T. AXELBERG2010-10-14

Plan Statistics for GENERAL SHEET METAL WORKS, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for GENERAL SHEET METAL WORKS, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2023: GENERAL SHEET METAL WORKS, INC. 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01324
Total number of active participants reported on line 7a of the Form 55002023-01-01236
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0141
Total of all active and inactive participants2023-01-01277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01277
Number of participants with account balances2023-01-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: GENERAL SHEET METAL WORKS, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01308
Total number of active participants reported on line 7a of the Form 55002022-01-01237
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0170
Total of all active and inactive participants2022-01-01307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01307
Number of participants with account balances2022-01-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: GENERAL SHEET METAL WORKS, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01316
Total number of active participants reported on line 7a of the Form 55002021-01-01223
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0165
Total of all active and inactive participants2021-01-01288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01288
Number of participants with account balances2021-01-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: GENERAL SHEET METAL WORKS, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01288
Total number of active participants reported on line 7a of the Form 55002020-01-01244
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0152
Total of all active and inactive participants2020-01-01297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01297
Number of participants with account balances2020-01-01192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: GENERAL SHEET METAL WORKS, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01251
Total number of active participants reported on line 7a of the Form 55002019-01-01238
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0142
Total of all active and inactive participants2019-01-01280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01281
Number of participants with account balances2019-01-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: GENERAL SHEET METAL WORKS, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01245
Total number of active participants reported on line 7a of the Form 55002018-01-01202
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0141
Total of all active and inactive participants2018-01-01243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01243
Number of participants with account balances2018-01-01182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: GENERAL SHEET METAL WORKS, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01242
Total number of active participants reported on line 7a of the Form 55002017-01-01208
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0134
Total of all active and inactive participants2017-01-01242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01242
Number of participants with account balances2017-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: GENERAL SHEET METAL WORKS, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01223
Total number of active participants reported on line 7a of the Form 55002016-01-01187
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0134
Total of all active and inactive participants2016-01-01222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01222
Number of participants with account balances2016-01-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: GENERAL SHEET METAL WORKS, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01216
Total number of active participants reported on line 7a of the Form 55002015-01-01189
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0123
Total of all active and inactive participants2015-01-01212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01212
Number of participants with account balances2015-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: GENERAL SHEET METAL WORKS, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01174
Total number of active participants reported on line 7a of the Form 55002014-01-01181
Number of retired or separated participants receiving benefits2014-01-0120
Number of other retired or separated participants entitled to future benefits2014-01-0119
Total of all active and inactive participants2014-01-01220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01221
Number of participants with account balances2014-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: GENERAL SHEET METAL WORKS, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01173
Total number of active participants reported on line 7a of the Form 55002013-01-01146
Number of retired or separated participants receiving benefits2013-01-0135
Number of other retired or separated participants entitled to future benefits2013-01-0115
Total of all active and inactive participants2013-01-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01196
Number of participants with account balances2013-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: GENERAL SHEET METAL WORKS, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01162
Total number of active participants reported on line 7a of the Form 55002012-01-01142
Number of retired or separated participants receiving benefits2012-01-0120
Number of other retired or separated participants entitled to future benefits2012-01-0122
Total of all active and inactive participants2012-01-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01184
Number of participants with account balances2012-01-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: GENERAL SHEET METAL WORKS, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01134
Total number of active participants reported on line 7a of the Form 55002011-01-01121
Number of retired or separated participants receiving benefits2011-01-0120
Number of other retired or separated participants entitled to future benefits2011-01-0121
Total of all active and inactive participants2011-01-01162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01163
Number of participants with account balances2011-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2010: GENERAL SHEET METAL WORKS, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01140
Total number of active participants reported on line 7a of the Form 55002010-01-01107
Number of retired or separated participants receiving benefits2010-01-0139
Number of other retired or separated participants entitled to future benefits2010-01-0115
Total of all active and inactive participants2010-01-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01162
Number of participants with account balances2010-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-014
2009: GENERAL SHEET METAL WORKS, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01142
Total number of active participants reported on line 7a of the Form 55002009-01-0195
Number of retired or separated participants receiving benefits2009-01-0137
Number of other retired or separated participants entitled to future benefits2009-01-0132
Total of all active and inactive participants2009-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01166
Number of participants with account balances2009-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on GENERAL SHEET METAL WORKS, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2023 : GENERAL SHEET METAL WORKS, INC. 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$8,167
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$2,256
Total income from all sources (including contributions)2023-12-31$2,368,053
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$1,360,566
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,295,958
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$971,310
Value of total assets at end of year2023-12-31$9,434,886
Value of total assets at beginning of year2023-12-31$8,421,488
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$64,608
Total interest from all sources2023-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$143,766
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$143,766
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$592,417
Participant contributions at beginning of year2023-12-31$8,189
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$10,418
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$2,975
Liabilities. Value of operating payables at end of year2023-12-31$2,775
Liabilities. Value of operating payables at beginning of year2023-12-31$400
Total non interest bearing cash at end of year2023-12-31$5,192
Total non interest bearing cash at beginning of year2023-12-31$2,256
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$1,007,487
Value of net assets at end of year (total assets less liabilities)2023-12-31$9,426,719
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$8,419,232
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$43,646
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$8,418,070
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$7,092,878
Value of interest in common/collective trusts at end of year2023-12-31$1,008,649
Value of interest in common/collective trusts at beginning of year2023-12-31$1,313,481
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$1,224,888
Net investment gain or loss from common/collective trusts2023-12-31$28,089
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$368,475
Employer contributions (assets) at beginning of year2023-12-31$4,684
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,295,958
Liabilities. Value of benefit claims payable at end of year2023-12-31$5,392
Liabilities. Value of benefit claims payable at beginning of year2023-12-31$1,856
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31KRUGGEL, LAWTON, & CO., LLC CPAS
Accountancy firm EIN2023-12-31351307701
2022 : GENERAL SHEET METAL WORKS, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$2,256
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$225
Total income from all sources (including contributions)2022-12-31$-616,000
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$803,266
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$742,731
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$826,605
Value of total assets at end of year2022-12-31$8,421,488
Value of total assets at beginning of year2022-12-31$9,838,723
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$60,535
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$102,206
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$102,206
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$287,184
Participant contributions at end of year2022-12-31$8,189
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$29,344
Liabilities. Value of operating payables at end of year2022-12-31$400
Liabilities. Value of operating payables at beginning of year2022-12-31$225
Total non interest bearing cash at end of year2022-12-31$2,256
Total non interest bearing cash at beginning of year2022-12-31$225
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,419,266
Value of net assets at end of year (total assets less liabilities)2022-12-31$8,419,232
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$9,838,498
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$7,092,878
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$8,850,686
Value of interest in common/collective trusts at end of year2022-12-31$1,313,481
Value of interest in common/collective trusts at beginning of year2022-12-31$987,812
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,565,266
Net investment gain or loss from common/collective trusts2022-12-31$20,455
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$510,077
Employer contributions (assets) at end of year2022-12-31$4,684
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$742,731
Contract administrator fees2022-12-31$60,535
Liabilities. Value of benefit claims payable at end of year2022-12-31$1,856
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31KRUGGEL, LAWTON, & CO., LLC CPAS
Accountancy firm EIN2022-12-31351307701
2021 : GENERAL SHEET METAL WORKS, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$225
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$2,442,035
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$896,557
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$835,855
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$990,840
Value of total assets at end of year2021-12-31$9,838,723
Value of total assets at beginning of year2021-12-31$8,293,020
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$60,702
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$122,556
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$122,556
Administrative expenses professional fees incurred2021-12-31$60,702
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$570,319
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$105,137
Liabilities. Value of operating payables at end of year2021-12-31$225
Total non interest bearing cash at end of year2021-12-31$225
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,545,478
Value of net assets at end of year (total assets less liabilities)2021-12-31$9,838,498
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$8,293,020
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$8,850,686
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$7,225,140
Value of interest in common/collective trusts at end of year2021-12-31$987,812
Value of interest in common/collective trusts at beginning of year2021-12-31$1,067,880
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,312,912
Net investment gain or loss from common/collective trusts2021-12-31$15,727
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$315,384
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$835,855
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31KRUGGEL, LAWTON, & CO., LLC CPAS
Accountancy firm EIN2021-12-31351307701
2020 : GENERAL SHEET METAL WORKS, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,732,509
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$673,217
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$623,881
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$851,984
Value of total assets at end of year2020-12-31$8,293,020
Value of total assets at beginning of year2020-12-31$7,233,728
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$49,336
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$94,197
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$94,197
Administrative expenses professional fees incurred2020-12-31$49,336
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$501,172
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$62,484
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,059,292
Value of net assets at end of year (total assets less liabilities)2020-12-31$8,293,020
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,233,728
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$7,225,140
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$6,334,891
Value of interest in common/collective trusts at end of year2020-12-31$1,067,880
Value of interest in common/collective trusts at beginning of year2020-12-31$898,837
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$768,138
Net investment gain or loss from common/collective trusts2020-12-31$18,190
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$288,328
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$623,881
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31KRUGGEL, LAWTON, & CO., LLC CPAS
Accountancy firm EIN2020-12-31351307701
2019 : GENERAL SHEET METAL WORKS, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$20
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$20
Total income from all sources (including contributions)2019-12-31$2,569,862
Total income from all sources (including contributions)2019-12-31$2,569,862
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$425,345
Total of all expenses incurred2019-12-31$425,345
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$382,653
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$382,653
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,410,786
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,410,786
Value of total assets at end of year2019-12-31$7,233,728
Value of total assets at end of year2019-12-31$7,233,728
Value of total assets at beginning of year2019-12-31$5,089,231
Value of total assets at beginning of year2019-12-31$5,089,231
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$42,692
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$42,692
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$115,153
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$115,153
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$115,153
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$115,153
Administrative expenses professional fees incurred2019-12-31$42,692
Administrative expenses professional fees incurred2019-12-31$42,692
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$625,005
Contributions received from participants2019-12-31$625,005
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$85,918
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$85,918
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$429,120
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$429,120
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,732
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,732
Liabilities. Value of operating payables at beginning of year2019-12-31$20
Liabilities. Value of operating payables at beginning of year2019-12-31$20
Total non interest bearing cash at beginning of year2019-12-31$20
Total non interest bearing cash at beginning of year2019-12-31$20
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,144,517
Value of net income/loss2019-12-31$2,144,517
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,233,728
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,233,728
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,089,211
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,089,211
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,334,891
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,334,891
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,756,295
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,756,295
Value of interest in common/collective trusts at end of year2019-12-31$898,837
Value of interest in common/collective trusts at end of year2019-12-31$898,837
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$245,266
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$245,266
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$245,266
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$245,266
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,033,307
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,033,307
Net investment gain or loss from common/collective trusts2019-12-31$10,616
Net investment gain or loss from common/collective trusts2019-12-31$10,616
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$356,661
Contributions received in cash from employer2019-12-31$356,661
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$382,653
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$382,653
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31KRUGGEL, LAWTON, & CO., LLC CPAS
Accountancy firm name2019-12-31KRUGGEL, LAWTON, & CO., LLC CPAS
Accountancy firm EIN2019-12-31351307701
Accountancy firm EIN2019-12-31351307701
2018 : GENERAL SHEET METAL WORKS, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$20
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,940
Total income from all sources (including contributions)2018-12-31$414,777
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$286,978
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$250,113
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$749,177
Value of total assets at end of year2018-12-31$5,089,231
Value of total assets at beginning of year2018-12-31$4,964,352
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$36,865
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$95,361
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$95,361
Administrative expenses professional fees incurred2018-12-31$36,865
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$471,581
Assets. Other investments not covered elsewhere at end of year2018-12-31$85,918
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$105,065
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,732
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$1,708
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$2,916
Liabilities. Value of operating payables at end of year2018-12-31$20
Liabilities. Value of operating payables at beginning of year2018-12-31$24
Total non interest bearing cash at end of year2018-12-31$20
Total non interest bearing cash at beginning of year2018-12-31$21
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$127,799
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,089,211
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,961,412
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,756,295
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,684,789
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$245,266
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$172,335
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$172,335
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-435,355
Net investment gain or loss from common/collective trusts2018-12-31$5,594
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$277,596
Employer contributions (assets) at beginning of year2018-12-31$434
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$250,113
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31KRUGGEL, LAWTON, & CO., LLC CPAS
Accountancy firm EIN2018-12-31351307701
2017 : GENERAL SHEET METAL WORKS, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,940
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$363
Total income from all sources (including contributions)2017-12-31$1,449,291
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$855,861
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$819,017
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$797,923
Value of total assets at end of year2017-12-31$4,964,352
Value of total assets at beginning of year2017-12-31$4,368,345
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$36,844
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$69,373
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$69,373
Administrative expenses professional fees incurred2017-12-31$36,844
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$507,138
Participant contributions at beginning of year2017-12-31$211
Assets. Other investments not covered elsewhere at end of year2017-12-31$105,065
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$302,088
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$1,708
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$4,109
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$2,916
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$127
Other income not declared elsewhere2017-12-31$460
Liabilities. Value of operating payables at end of year2017-12-31$24
Liabilities. Value of operating payables at beginning of year2017-12-31$236
Total non interest bearing cash at end of year2017-12-31$21
Total non interest bearing cash at beginning of year2017-12-31$187
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$593,430
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,961,412
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,367,982
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,684,789
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,784,456
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$172,335
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$277,294
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$277,294
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$576,777
Net investment gain or loss from common/collective trusts2017-12-31$4,758
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$290,785
Employer contributions (assets) at end of year2017-12-31$434
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$819,017
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31KRUGGEL, LAWTON, & CO., LLC CPAS
Accountancy firm EIN2017-12-31351307701
2016 : GENERAL SHEET METAL WORKS, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$363
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$5,458
Total income from all sources (including contributions)2016-12-31$1,024,189
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$134,895
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$115,788
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$646,015
Value of total assets at end of year2016-12-31$4,368,345
Value of total assets at beginning of year2016-12-31$3,484,146
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$19,107
Total interest from all sources2016-12-31$368
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$58,439
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$58,439
Administrative expenses professional fees incurred2016-12-31$19,107
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$413,463
Participant contributions at end of year2016-12-31$211
Participant contributions at beginning of year2016-12-31$4,852
Assets. Other investments not covered elsewhere at end of year2016-12-31$302,088
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$284,746
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$4,109
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$3,653
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$127
Liabilities. Value of operating payables at end of year2016-12-31$236
Liabilities. Value of operating payables at beginning of year2016-12-31$5,458
Total non interest bearing cash at end of year2016-12-31$187
Total non interest bearing cash at beginning of year2016-12-31$389
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$889,294
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,367,982
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,478,688
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,784,456
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,190,790
Interest earned on other investments2016-12-31$368
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$277,294
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$262,323
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$262,323
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$384,141
Net investment gain or loss from common/collective trusts2016-12-31$-64,774
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$232,552
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$3,178
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$115,788
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$734,215
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31KRUGGEL LAWTON & COMPANY LLC
Accountancy firm EIN2016-12-31351307701
2015 : GENERAL SHEET METAL WORKS, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$5,458
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$4,640
Total income from all sources (including contributions)2015-12-31$616,086
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$660,851
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$645,955
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$657,701
Value of total assets at end of year2015-12-31$3,484,146
Value of total assets at beginning of year2015-12-31$3,528,093
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$14,896
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$16,638
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$16,638
Administrative expenses professional fees incurred2015-12-31$14,896
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$417,021
Participant contributions at end of year2015-12-31$4,852
Participant contributions at beginning of year2015-12-31$6,079
Assets. Other investments not covered elsewhere at end of year2015-12-31$284,746
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$408,394
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$3,653
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$4,867
Liabilities. Value of operating payables at end of year2015-12-31$5,458
Liabilities. Value of operating payables at beginning of year2015-12-31$4,640
Total non interest bearing cash at end of year2015-12-31$389
Total non interest bearing cash at beginning of year2015-12-31$481
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-44,765
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,478,688
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,523,453
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,190,790
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,033,086
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$262,323
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$378,418
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$378,418
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-50,545
Net investment gain or loss from common/collective trusts2015-12-31$-7,708
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$240,680
Employer contributions (assets) at end of year2015-12-31$3,178
Employer contributions (assets) at beginning of year2015-12-31$3,439
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$645,955
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$734,215
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$693,329
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31KRUGGEL, LAWTON, & CO., LLC CPAS
Accountancy firm EIN2015-12-31351307701
2014 : GENERAL SHEET METAL WORKS, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$4,640
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$6,263
Total income from all sources (including contributions)2014-12-31$1,156,524
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$259,758
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$257,240
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$986,411
Value of total assets at end of year2014-12-31$3,528,093
Value of total assets at beginning of year2014-12-31$2,632,950
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,518
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$13,984
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$13,984
Administrative expenses professional fees incurred2014-12-31$2,518
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$383,145
Participant contributions at end of year2014-12-31$6,079
Assets. Other investments not covered elsewhere at end of year2014-12-31$408,394
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$195,095
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$397,080
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$4,867
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$2,962
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$21
Liabilities. Value of operating payables at end of year2014-12-31$4,640
Liabilities. Value of operating payables at beginning of year2014-12-31$6,242
Total non interest bearing cash at end of year2014-12-31$481
Total non interest bearing cash at beginning of year2014-12-31$206,096
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$896,766
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,523,453
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,626,687
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,033,086
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,422,640
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$378,418
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$277,572
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$277,572
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$65,086
Net investment gain or loss from common/collective trusts2014-12-31$91,043
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$206,186
Employer contributions (assets) at end of year2014-12-31$3,439
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$257,240
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$693,329
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$528,585
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31KRUGGEL, LAWTON, & CO., LLC CPAS
Accountancy firm EIN2014-12-31351307701
2013 : GENERAL SHEET METAL WORKS, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$6,263
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$123
Total income from all sources (including contributions)2013-12-31$840,715
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$266,683
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$220,196
Value of total corrective distributions2013-12-31$30,160
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$453,513
Value of total assets at end of year2013-12-31$2,632,950
Value of total assets at beginning of year2013-12-31$2,052,778
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$16,327
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$10,289
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$10,289
Administrative expenses professional fees incurred2013-12-31$16,327
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$297,030
Participant contributions at beginning of year2013-12-31$3,887
Assets. Other investments not covered elsewhere at end of year2013-12-31$195,095
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$154,414
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$2,962
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$2,709
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$21
Liabilities. Value of operating payables at end of year2013-12-31$6,242
Liabilities. Value of operating payables at beginning of year2013-12-31$123
Total non interest bearing cash at end of year2013-12-31$206,096
Total non interest bearing cash at beginning of year2013-12-31$437
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$574,032
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,626,687
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,052,655
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,422,640
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,151,225
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$277,572
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$266,365
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$266,365
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$153,963
Net investment gain or loss from common/collective trusts2013-12-31$222,950
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$156,483
Employer contributions (assets) at beginning of year2013-12-31$117,933
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$220,196
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$528,585
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$355,808
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31KRUGGEL, LAWTON, & CO., LLC CPAS
Accountancy firm EIN2013-12-31351307701
2012 : GENERAL SHEET METAL WORKS, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$123
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$296
Total income from all sources (including contributions)2012-12-31$526,116
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$345,925
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$317,440
Value of total corrective distributions2012-12-31$18,629
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$367,150
Value of total assets at end of year2012-12-31$2,052,778
Value of total assets at beginning of year2012-12-31$1,872,760
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$9,856
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$9,948
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$9,948
Administrative expenses professional fees incurred2012-12-31$9,856
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$249,389
Participant contributions at end of year2012-12-31$3,887
Participant contributions at beginning of year2012-12-31$3,075
Assets. Other investments not covered elsewhere at end of year2012-12-31$154,414
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$234,472
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$2,709
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$3,624
Liabilities. Value of operating payables at end of year2012-12-31$123
Liabilities. Value of operating payables at beginning of year2012-12-31$296
Total non interest bearing cash at end of year2012-12-31$437
Total non interest bearing cash at beginning of year2012-12-31$283
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$180,191
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,052,655
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,872,464
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,151,225
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$980,351
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$266,365
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$221,221
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$221,221
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$73,186
Net investment gain or loss from common/collective trusts2012-12-31$75,832
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$117,761
Employer contributions (assets) at end of year2012-12-31$117,933
Employer contributions (assets) at beginning of year2012-12-31$90,052
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$317,440
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$355,808
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$339,682
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31KRUGGEL, LAWTON, & CO., LLC CPAS
Accountancy firm EIN2012-12-31351307701
2011 : GENERAL SHEET METAL WORKS, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$296
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$116
Total income from all sources (including contributions)2011-12-31$264,533
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$137,350
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$116,886
Value of total corrective distributions2011-12-31$11,820
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$280,791
Value of total assets at end of year2011-12-31$1,872,760
Value of total assets at beginning of year2011-12-31$1,745,397
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$8,644
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$8,313
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$8,313
Administrative expenses professional fees incurred2011-12-31$8,644
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$190,826
Participant contributions at end of year2011-12-31$3,075
Participant contributions at beginning of year2011-12-31$0
Assets. Other investments not covered elsewhere at end of year2011-12-31$234,472
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$259,178
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$3,624
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$3,377
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$1
Liabilities. Value of operating payables at end of year2011-12-31$296
Liabilities. Value of operating payables at beginning of year2011-12-31$115
Total non interest bearing cash at end of year2011-12-31$283
Total non interest bearing cash at beginning of year2011-12-31$354
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$127,183
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,872,464
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,745,281
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$980,351
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$843,534
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$221,221
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$266,621
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$266,621
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-27,429
Net investment gain or loss from common/collective trusts2011-12-31$2,858
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$89,965
Employer contributions (assets) at end of year2011-12-31$90,052
Employer contributions (assets) at beginning of year2011-12-31$69,453
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$116,886
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$339,682
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$302,880
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31KRUGGEL, LAWTON, & CO., LLC CPAS
Accountancy firm EIN2011-12-31351307701
2010 : GENERAL SHEET METAL WORKS, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$116
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$725
Total income from all sources (including contributions)2010-12-31$352,277
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$200,720
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$182,735
Value of total corrective distributions2010-12-31$9,257
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$223,113
Value of total assets at end of year2010-12-31$1,745,397
Value of total assets at beginning of year2010-12-31$1,594,449
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$8,728
Total interest from all sources2010-12-31$43
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$8,392
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$8,392
Administrative expenses professional fees incurred2010-12-31$8,728
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$152,787
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$1,776
Assets. Other investments not covered elsewhere at end of year2010-12-31$259,178
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$163,106
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$873
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$3,377
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$6,280
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$1
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$725
Liabilities. Value of operating payables at end of year2010-12-31$115
Total non interest bearing cash at end of year2010-12-31$354
Total non interest bearing cash at beginning of year2010-12-31$157
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$151,557
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,745,281
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,593,724
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$843,534
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$802,499
Interest earned on other investments2010-12-31$43
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$266,621
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$376,441
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$376,441
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$67,369
Net investment gain or loss from common/collective trusts2010-12-31$53,360
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$69,453
Employer contributions (assets) at end of year2010-12-31$69,453
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$182,735
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$302,880
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$244,190
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31KRUGGEL, LAWTON, & CO., LLC CPAS
Accountancy firm EIN2010-12-31351307701
2009 : GENERAL SHEET METAL WORKS, INC. 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for GENERAL SHEET METAL WORKS, INC. 401(K) PROFIT SHARING PLAN

2023: GENERAL SHEET METAL WORKS, INC. 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: GENERAL SHEET METAL WORKS, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: GENERAL SHEET METAL WORKS, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: GENERAL SHEET METAL WORKS, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: GENERAL SHEET METAL WORKS, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: GENERAL SHEET METAL WORKS, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: GENERAL SHEET METAL WORKS, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: GENERAL SHEET METAL WORKS, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: GENERAL SHEET METAL WORKS, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: GENERAL SHEET METAL WORKS, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: GENERAL SHEET METAL WORKS, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: GENERAL SHEET METAL WORKS, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: GENERAL SHEET METAL WORKS, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: GENERAL SHEET METAL WORKS, INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: GENERAL SHEET METAL WORKS, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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