401k Plan data: M R SHEET METAL EMPLOYEES RETIREMENT PLAN plan

M R SHEET METAL EMPLOYEES RETIREMENT PLAN 401k Plan overview

Plan Name	M R SHEET METAL EMPLOYEES RETIREMENT PLAN
Plan identification number	001

M R SHEET METAL EMPLOYEES RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
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

MASON ROAD SHEET METAL has sponsored the creation of one or more 401k plans.

Company Name: MASON ROAD SHEET METAL

Employer identification number (EIN): 800016310

NAIC Classification: 331200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan M R SHEET METAL EMPLOYEES RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 SOPHIA C. VELA 2024-07-18
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 MELISSA CURRY 2018-06-22
001 2016-01-01 MELISSA CURRY 2017-04-24
001 2015-01-01 MELISSA CURRY 2016-07-01
001 2014-01-01 JENNIFER TREMAINE 2015-06-15
001 2013-01-01 JENNIFER TREMAINE 2014-05-15
001 2012-01-01 JENNIFER TREMAINE 2013-05-16
001 2011-01-01 JENNIFER TREMAINE 2012-04-30

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	SOPHIA C. VELA	2024-07-18
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	MELISSA CURRY	2018-06-22
001	2016-01-01	MELISSA CURRY	2017-04-24
001	2015-01-01	MELISSA CURRY	2016-07-01
001	2014-01-01	JENNIFER TREMAINE	2015-06-15
001	2013-01-01	JENNIFER TREMAINE	2014-05-15
001	2012-01-01	JENNIFER TREMAINE	2013-05-16
001	2011-01-01	JENNIFER TREMAINE	2012-04-30

Plan Statistics for M R SHEET METAL EMPLOYEES RETIREMENT PLAN

401k plan membership statisitcs for M R SHEET METAL EMPLOYEES RETIREMENT PLAN

Measure Date Value
2022: M R SHEET METAL EMPLOYEES RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 153
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 133
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 9
Total of all active and inactive participants 2022-01-01 142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 142
Number of participants with account balances 2022-01-01 60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 3
2021: M R SHEET METAL EMPLOYEES RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 154
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 132
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 7
Total of all active and inactive participants 2021-01-01 139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 139
Number of participants with account balances 2021-01-01 59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: M R SHEET METAL EMPLOYEES RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 153
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 140
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 7
Total of all active and inactive participants 2020-01-01 147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 147
Number of participants with account balances 2020-01-01 52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: M R SHEET METAL EMPLOYEES RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 126
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 129
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 5
Total of all active and inactive participants 2019-01-01 134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 134
Number of participants with account balances 2019-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: M R SHEET METAL EMPLOYEES RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 124
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 119
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 4
Total of all active and inactive participants 2018-01-01 123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 123
Number of participants with account balances 2018-01-01 46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 3

Measure	Date	Value
2022: M R SHEET METAL EMPLOYEES RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	153
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	133
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	9
Total of all active and inactive participants	2022-01-01	142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	142
Number of participants with account balances	2022-01-01	60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	3
2021: M R SHEET METAL EMPLOYEES RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	154
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	132
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	7
Total of all active and inactive participants	2021-01-01	139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	139
Number of participants with account balances	2021-01-01	59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: M R SHEET METAL EMPLOYEES RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	153
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	140
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	7
Total of all active and inactive participants	2020-01-01	147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	147
Number of participants with account balances	2020-01-01	52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: M R SHEET METAL EMPLOYEES RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	126
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	129
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	5
Total of all active and inactive participants	2019-01-01	134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	134
Number of participants with account balances	2019-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: M R SHEET METAL EMPLOYEES RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	124
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	119
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	4
Total of all active and inactive participants	2018-01-01	123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	123
Number of participants with account balances	2018-01-01	46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	3

Financial Data on M R SHEET METAL EMPLOYEES RETIREMENT PLAN

Measure	Date	Value
2022 : M R SHEET METAL EMPLOYEES RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-210,954
Total of all expenses incurred	2022-12-31	$82,012
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$40,388
Expenses. Certain deemed distributions of participant loans	2022-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$325,950
Value of total assets at end of year	2022-12-31	$3,140,692
Value of total assets at beginning of year	2022-12-31	$3,433,658
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$41,624
Total interest from all sources	2022-12-31	$15,302
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$0
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$350,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$195,778
Participant contributions at end of year	2022-12-31	$291,984
Participant contributions at beginning of year	2022-12-31	$240,837
Participant contributions at end of year	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$0
Total non interest bearing cash at end of year	2022-12-31	$9,867
Total non interest bearing cash at beginning of year	2022-12-31	$8,736
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-292,966
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$3,140,692
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$3,433,658
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$2,838,841
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$3,184,085
Interest on participant loans	2022-12-31	$15,302
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-552,206
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$130,172
Employer contributions (assets) at end of year	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$40,388
Contract administrator fees	2022-12-31	$41,624
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	CROWE LLP
Accountancy firm EIN	2022-12-31	350921680
2021 : M R SHEET METAL EMPLOYEES RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$792,639
Total of all expenses incurred	2021-12-31	$98,850
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$64,040
Value of total corrective distributions	2021-12-31	$2,522
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$379,629
Value of total assets at end of year	2021-12-31	$3,433,658
Value of total assets at beginning of year	2021-12-31	$2,739,869
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$32,288
Total interest from all sources	2021-12-31	$-3,170
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$265,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$179,298
Participant contributions at end of year	2021-12-31	$240,837
Participant contributions at beginning of year	2021-12-31	$136,481
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$85,189
Total non interest bearing cash at end of year	2021-12-31	$8,736
Total non interest bearing cash at beginning of year	2021-12-31	$6,692
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$693,789
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$3,433,658
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$2,739,869
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$3,184,085
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$2,596,696
Interest on participant loans	2021-12-31	$-3,170
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$416,180
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$115,142
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$64,040
Contract administrator fees	2021-12-31	$32,288
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	CROWE LLP
Accountancy firm EIN	2021-12-31	350921680
2020 : M R SHEET METAL EMPLOYEES RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$671,138
Total of all expenses incurred	2020-12-31	$234,319
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$212,370
Value of total corrective distributions	2020-12-31	$16,350
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$293,381
Value of total assets at end of year	2020-12-31	$2,739,869
Value of total assets at beginning of year	2020-12-31	$2,303,050
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$5,599
Total interest from all sources	2020-12-31	$9,394
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$265,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$169,114
Participant contributions at end of year	2020-12-31	$136,481
Participant contributions at beginning of year	2020-12-31	$153,133
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$16,103
Total non interest bearing cash at end of year	2020-12-31	$6,692
Total non interest bearing cash at beginning of year	2020-12-31	$9,158
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$436,819
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$2,739,869
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$2,303,050
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$2,596,696
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$2,140,759
Interest on participant loans	2020-12-31	$9,394
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$368,363
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$108,164
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$212,370
Contract administrator fees	2020-12-31	$5,599
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	BRIGGS & VESELKA CO
Accountancy firm EIN	2020-12-31	741769118
2019 : M R SHEET METAL EMPLOYEES RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$591,656
Total of all expenses incurred	2019-12-31	$54,707
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$44,629
Value of total corrective distributions	2019-12-31	$7,610
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$243,766
Value of total assets at end of year	2019-12-31	$2,303,050
Value of total assets at beginning of year	2019-12-31	$1,766,101
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$2,468
Total interest from all sources	2019-12-31	$10,027
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$265,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$144,260
Participant contributions at end of year	2019-12-31	$153,133
Participant contributions at beginning of year	2019-12-31	$146,531
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$3,146
Total non interest bearing cash at end of year	2019-12-31	$9,158
Total non interest bearing cash at beginning of year	2019-12-31	$5,811
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$536,949
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$2,303,050
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,766,101
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$2,140,759
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,613,759
Interest on participant loans	2019-12-31	$10,027
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$337,863
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$96,360
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$44,629
Contract administrator fees	2019-12-31	$2,468
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BRIGGS & VESELKA CO
Accountancy firm EIN	2019-12-31	741769118
2018 : M R SHEET METAL EMPLOYEES RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$120,541
Total of all expenses incurred	2018-12-31	$125,898
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$122,297
Expenses. Certain deemed distributions of participant loans	2018-12-31	$0
Value of total corrective distributions	2018-12-31	$1,668
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$248,819
Value of total assets at end of year	2018-12-31	$1,766,101
Value of total assets at beginning of year	2018-12-31	$1,771,458
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$1,933
Total interest from all sources	2018-12-31	$7,651
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$0
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$265,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$149,485
Participant contributions at end of year	2018-12-31	$146,531
Participant contributions at beginning of year	2018-12-31	$128,546
Participant contributions at end of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$0
Total non interest bearing cash at end of year	2018-12-31	$5,811
Total non interest bearing cash at beginning of year	2018-12-31	$3,406
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-5,357
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$1,766,101
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$1,771,458
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$1,613,759
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$1,639,506
Interest on participant loans	2018-12-31	$7,651
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-135,929
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$99,334
Employer contributions (assets) at end of year	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$122,297
Contract administrator fees	2018-12-31	$1,933
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BRIGGS & VESELKA CO.
Accountancy firm EIN	2018-12-31	741769118

Form 5500 Responses for M R SHEET METAL EMPLOYEES RETIREMENT PLAN

2022: M R SHEET METAL EMPLOYEES RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: M R SHEET METAL EMPLOYEES RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: M R SHEET METAL EMPLOYEES RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: M R SHEET METAL EMPLOYEES RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: M R SHEET METAL EMPLOYEES RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

99539

Policy instance

Insurance contract or identification number	99539
Number of Individuals Covered	0
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of fees paid to insurance company	USD $1,046
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	1046
Additional information about fees paid to insurance broker	TPA FEES AND COMPENSATION
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

99539

Policy instance

Insurance contract or identification number	99539
Number of Individuals Covered	59
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $8,095
Total amount of fees paid to insurance company	USD $2,398
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $8,095
Insurance broker organization code?	7
Amount paid for insurance broker fees	2398
Additional information about fees paid to insurance broker	TPA FEES, COMPENSATION, OTHER ALLOWANCES

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

99539

Policy instance

Insurance contract or identification number	99539
Number of Individuals Covered	50
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $7,445
Total amount of fees paid to insurance company	USD $2,490
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $7,445
Insurance broker organization code?	7
Amount paid for insurance broker fees	2490
Additional information about fees paid to insurance broker	TPA FEES, COMPENSATION, OTHER ALLOWANCES

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

99539

Policy instance

Insurance contract or identification number	99539
Number of Individuals Covered	48
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $6,908
Total amount of fees paid to insurance company	USD $2,262
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $6,908
Insurance broker organization code?	7
Amount paid for insurance broker fees	2262
Additional information about fees paid to insurance broker	TPA COMPENSATION

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Company Name:	MASON ROAD SHEET METAL
Employer identification number (EIN):	800016310
NAIC Classification:	331200