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F & S MECHANICAL AND PLUMBING SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameF & S MECHANICAL AND PLUMBING SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 002

F & S MECHANICAL AND PLUMBING SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Stock bonus
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
  • The employer maintaining this ESOP is an S Corporation
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

F & S MECHANICAL AND PLUMBING SERVICES,INC. has sponsored the creation of one or more 401k plans.

Company Name:F & S MECHANICAL AND PLUMBING SERVICES,INC.
Employer identification number (EIN):582313261
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan F & S MECHANICAL AND PLUMBING SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01

Plan Statistics for F & S MECHANICAL AND PLUMBING SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for F & S MECHANICAL AND PLUMBING SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2023: F & S MECHANICAL AND PLUMBING SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0182
Total number of active participants reported on line 7a of the Form 55002023-01-0173
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-017
Total of all active and inactive participants2023-01-0180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-0180
Number of participants with account balances2023-01-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-014
2022: F & S MECHANICAL AND PLUMBING SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0161
Total number of active participants reported on line 7a of the Form 55002022-01-0136
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0114
Total of all active and inactive participants2022-01-0150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0150
Number of participants with account balances2022-01-0146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0116
2021: F & S MECHANICAL AND PLUMBING SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0183
Total number of active participants reported on line 7a of the Form 55002021-01-0153
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-018
Total of all active and inactive participants2021-01-0161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0161
Number of participants with account balances2021-01-0156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0111
2020: F & S MECHANICAL AND PLUMBING SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0164
Total number of active participants reported on line 7a of the Form 55002020-01-0145
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-017
Total of all active and inactive participants2020-01-0152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0152
Number of participants with account balances2020-01-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-017
2019: F & S MECHANICAL AND PLUMBING SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0151
Total number of active participants reported on line 7a of the Form 55002019-01-0139
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-014
Total of all active and inactive participants2019-01-0143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0143
Number of participants with account balances2019-01-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-018
2018: F & S MECHANICAL AND PLUMBING SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0159
Total number of active participants reported on line 7a of the Form 55002018-01-0141
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-0141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0141
Number of participants with account balances2018-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010

Financial Data on F & S MECHANICAL AND PLUMBING SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2023 : F & S MECHANICAL AND PLUMBING SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k financial data
Total plan liabilities at end of year2023-12-31$7,739,380
Total plan liabilities at beginning of year2023-12-31$7,882,816
Total income from all sources2023-12-31$66,650
Expenses. Total of all expenses incurred2023-12-31$261,439
Benefits paid (including direct rollovers)2023-12-31$19,639
Total plan assets at end of year2023-12-31$1,502,638
Total plan assets at beginning of year2023-12-31$1,840,863
Value of fidelity bond covering the plan2023-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2023-12-31$241,215
Other income received2023-12-31$-343,000
Net income (gross income less expenses)2023-12-31$-194,789
Net plan assets at end of year (total assets less liabilities)2023-12-31$-6,236,742
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$-6,041,953
Assets. Value of employer securities2023-12-31$1,494,500
Total contributions received or receivable from employer(s)2023-12-31$409,650
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$585
2022 : F & S MECHANICAL AND PLUMBING SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-31$7,882,816
Total plan liabilities at beginning of year2022-12-31$8,021,992
Total income from all sources2022-12-31$515,209
Expenses. Total of all expenses incurred2022-12-31$255,714
Benefits paid (including direct rollovers)2022-12-31$9,871
Total plan assets at end of year2022-12-31$1,840,863
Total plan assets at beginning of year2022-12-31$1,720,544
Value of fidelity bond covering the plan2022-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2022-12-31$245,473
Other income received2022-12-31$117,600
Net income (gross income less expenses)2022-12-31$259,495
Net plan assets at end of year (total assets less liabilities)2022-12-31$-6,041,953
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$-6,301,448
Assets. Value of employer securities2022-12-31$1,837,500
Total contributions received or receivable from employer(s)2022-12-31$397,609
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$370
2021 : F & S MECHANICAL AND PLUMBING SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Total plan liabilities at end of year2021-12-31$8,021,992
Total plan liabilities at beginning of year2021-12-31$8,157,036
Total income from all sources2021-12-31$-1,186,720
Expenses. Total of all expenses incurred2021-12-31$261,011
Benefits paid (including direct rollovers)2021-12-31$11,331
Total plan assets at end of year2021-12-31$1,720,544
Total plan assets at beginning of year2021-12-31$3,303,319
Value of fidelity bond covering the plan2021-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2021-12-31$249,605
Other income received2021-12-31$-1,582,700
Net income (gross income less expenses)2021-12-31$-1,447,731
Net plan assets at end of year (total assets less liabilities)2021-12-31$-6,301,448
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$-4,853,717
Assets. Value of employer securities2021-12-31$1,719,900
Total contributions received or receivable from employer(s)2021-12-31$395,980
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$75
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : F & S MECHANICAL AND PLUMBING SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$8,157,036
Total plan liabilities at beginning of year2020-12-31$8,442,595
Total income from all sources2020-12-31$1,297,571
Expenses. Total of all expenses incurred2020-12-31$99,893
Benefits paid (including direct rollovers)2020-12-31$672
Total plan assets at end of year2020-12-31$3,303,319
Total plan assets at beginning of year2020-12-31$2,391,200
Value of fidelity bond covering the plan2020-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2020-12-31$99,091
Other income received2020-12-31$911,400
Net income (gross income less expenses)2020-12-31$1,197,678
Net plan assets at end of year (total assets less liabilities)2020-12-31$-4,853,717
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$-6,051,395
Assets. Value of employer securities2020-12-31$3,302,600
Total contributions received or receivable from employer(s)2020-12-31$386,171
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$130
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : F & S MECHANICAL AND PLUMBING SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$8,442,595
Total plan liabilities at beginning of year2019-12-31$8,690,277
Total income from all sources2019-12-31$-1,485,020
Expenses. Total of all expenses incurred2019-12-31$300,798
Total plan assets at end of year2019-12-31$2,391,200
Total plan assets at beginning of year2019-12-31$4,424,700
Value of fidelity bond covering the plan2019-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2019-12-31$300,798
Other income received2019-12-31$-2,033,499
Net income (gross income less expenses)2019-12-31$-1,785,818
Net plan assets at end of year (total assets less liabilities)2019-12-31$-6,051,395
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$-4,265,577
Assets. Value of employer securities2019-12-31$2,391,200
Total contributions received or receivable from employer(s)2019-12-31$548,479
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : F & S MECHANICAL AND PLUMBING SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$8,690,277
Total income from all sources2018-12-31$-4,000,042
Expenses. Total of all expenses incurred2018-12-31$265,535
Total plan assets at end of year2018-12-31$4,424,700
Value of fidelity bond covering the plan2018-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2018-12-31$265,535
Other income received2018-12-31$-4,324,835
Net income (gross income less expenses)2018-12-31$-4,265,577
Net plan assets at end of year (total assets less liabilities)2018-12-31$-4,265,577
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$0
Assets. Value of employer securities2018-12-31$4,424,700
Total contributions received or receivable from employer(s)2018-12-31$324,793
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0

Form 5500 Responses for F & S MECHANICAL AND PLUMBING SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

2023: F & S MECHANICAL AND PLUMBING SERVICES, INC. EMPLOYEE STOCK OWNERSHIP 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: F & S MECHANICAL AND PLUMBING SERVICES, INC. EMPLOYEE STOCK OWNERSHIP 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: F & S MECHANICAL AND PLUMBING SERVICES, INC. EMPLOYEE STOCK OWNERSHIP 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: F & S MECHANICAL AND PLUMBING SERVICES, INC. EMPLOYEE STOCK OWNERSHIP 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: F & S MECHANICAL AND PLUMBING SERVICES, INC. EMPLOYEE STOCK OWNERSHIP 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: F & S MECHANICAL AND PLUMBING SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01First time form 5500 has been submittedYes
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

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