401k Plan data: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF AZTEC MECHANICAL, INC. plan

401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF AZTEC MECHANICAL, INC. 401k Plan overview

Plan Name	401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF AZTEC MECHANICAL, INC.
Plan identification number	001

401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF AZTEC MECHANICAL, INC. 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) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

AZTEC MECHANICAL, INC. has sponsored the creation of one or more 401k plans.

Company Name: AZTEC MECHANICAL, INC.

Employer identification number (EIN): 850250200

NAIC Classification: 238300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF AZTEC MECHANICAL, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 CELISSA N APODACA 2024-07-22
001 2022-01-01 CELISSA APODACA 2023-07-24
001 2021-01-01 CELISSA APODACA 2022-10-25
001 2020-01-01 NANSI MARTIN 2021-03-24
001 2019-01-01 NANSI MARTIN 2020-07-16
001 2018-01-01 NANSI MARTIN 2019-04-04
001 2017-01-01 NANSI MARTIN 2018-07-26 NANSI MARTIN 2018-07-26
001 2016-01-01 NANSI MARTIN 2017-07-14 NANSI MARTIN 2017-07-14
001 2015-01-01 NANSI MARTIN 2016-07-19
001 2014-01-01 NANSI MARTIN 2015-04-29
001 2014-01-01 NANSI MARTIN 2015-04-24 NANSI MARTIN 2015-04-24
001 2013-01-01 NANSI MARTIN 2014-06-17 NANSI MARTIN 2014-06-17
001 2012-01-01 NANSI MARTIN 2013-10-03 NANSI MARTIN 2013-10-03
001 2011-01-01 NANSI MARTIN NANSI MARTIN 2012-09-10
001 2010-01-01 NANSI MARTIN NANSI MARTIN 2011-10-04
001 2009-01-01 NANSI MARTIN NANSI MARTIN 2010-09-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	CELISSA N APODACA	2024-07-22
001	2022-01-01	CELISSA APODACA	2023-07-24
001	2021-01-01	CELISSA APODACA	2022-10-25
001	2020-01-01	NANSI MARTIN	2021-03-24
001	2019-01-01	NANSI MARTIN	2020-07-16
001	2018-01-01	NANSI MARTIN	2019-04-04
001	2017-01-01	NANSI MARTIN	2018-07-26	NANSI MARTIN	2018-07-26
001	2016-01-01	NANSI MARTIN	2017-07-14	NANSI MARTIN	2017-07-14
001	2015-01-01	NANSI MARTIN	2016-07-19
001	2014-01-01	NANSI MARTIN	2015-04-29
001	2014-01-01	NANSI MARTIN	2015-04-24	NANSI MARTIN	2015-04-24
001	2013-01-01	NANSI MARTIN	2014-06-17	NANSI MARTIN	2014-06-17
001	2012-01-01	NANSI MARTIN	2013-10-03	NANSI MARTIN	2013-10-03
001	2011-01-01	NANSI MARTIN		NANSI MARTIN	2012-09-10
001	2010-01-01	NANSI MARTIN		NANSI MARTIN	2011-10-04
001	2009-01-01	NANSI MARTIN		NANSI MARTIN	2010-09-15

Plan Statistics for 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF AZTEC MECHANICAL, INC.

401k plan membership statisitcs for 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF AZTEC MECHANICAL, INC.

Measure Date Value
2011: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF AZTEC MECHANICAL, INC. 2011 401k membership
Total participants, beginning-of-year 2011-01-01 55
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 10
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 33
Total of all active and inactive participants 2011-01-01 43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 43
Number of participants with account balances 2011-01-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF AZTEC MECHANICAL, INC. 2010 401k membership
Total participants, beginning-of-year 2010-01-01 56
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 12
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 40
Total of all active and inactive participants 2010-01-01 52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 52
Number of participants with account balances 2010-01-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1
2009: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF AZTEC MECHANICAL, INC. 2009 401k membership
Total participants, beginning-of-year 2009-01-01 65
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 18
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 38
Total of all active and inactive participants 2009-01-01 56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 56
Number of participants with account balances 2009-01-01 52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 9

Measure	Date	Value
2011: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF AZTEC MECHANICAL, INC. 2011 401k membership
Total participants, beginning-of-year	2011-01-01	55
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	10
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	33
Total of all active and inactive participants	2011-01-01	43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	43
Number of participants with account balances	2011-01-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF AZTEC MECHANICAL, INC. 2010 401k membership
Total participants, beginning-of-year	2010-01-01	56
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	12
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	40
Total of all active and inactive participants	2010-01-01	52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	52
Number of participants with account balances	2010-01-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1
2009: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF AZTEC MECHANICAL, INC. 2009 401k membership
Total participants, beginning-of-year	2009-01-01	65
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	18
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	38
Total of all active and inactive participants	2009-01-01	56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	56
Number of participants with account balances	2009-01-01	52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	9

Financial Data on 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF AZTEC MECHANICAL, INC.

Measure	Date	Value
2011 : 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF AZTEC MECHANICAL, INC. 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$32,250
Total plan liabilities at beginning of year	2011-12-31	$30,286
Total income from all sources	2011-12-31	$3,125
Expenses. Total of all expenses incurred	2011-12-31	$66,247
Benefits paid (including direct rollovers)	2011-12-31	$56,909
Total plan assets at end of year	2011-12-31	$952,907
Total plan assets at beginning of year	2011-12-31	$1,014,065
Value of fidelity bond covering the plan	2011-12-31	$90,000
Total contributions received or receivable from participants	2011-12-31	$25,768
Other income received	2011-12-31	$-22,643
Net income (gross income less expenses)	2011-12-31	$-63,122
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$920,657
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$983,779
Assets. Value of participant loans	2011-12-31	$429
Total contributions received or receivable from employer(s)	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$9,338
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF AZTEC MECHANICAL, INC. 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$30,286
Total plan liabilities at beginning of year	2010-12-31	$1,755
Total income from all sources	2010-12-31	$167,889
Expenses. Total of all expenses incurred	2010-12-31	$47,200
Benefits paid (including direct rollovers)	2010-12-31	$38,164
Total plan assets at end of year	2010-12-31	$1,014,065
Total plan assets at beginning of year	2010-12-31	$864,845
Value of fidelity bond covering the plan	2010-12-31	$50,000
Total contributions received or receivable from participants	2010-12-31	$51,632
Other income received	2010-12-31	$105,175
Net income (gross income less expenses)	2010-12-31	$120,689
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$983,779
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$863,090
Assets. Value of participant loans	2010-12-31	$5,553
Total contributions received or receivable from employer(s)	2010-12-31	$11,082
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$9,036
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF AZTEC MECHANICAL, INC. 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF AZTEC MECHANICAL, INC.

2011: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF AZTEC MECHANICAL, INC. 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF AZTEC MECHANICAL, INC. 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF AZTEC MECHANICAL, INC. 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	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

94052

Policy instance

Insurance contract or identification number	94052
Number of Individuals Covered	41
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $4,867
Total amount of fees paid to insurance company	USD $4,554
Are there contracts with allocated funds for types other than group deferred annuity or individual?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Other information about contract	GROUP VARIABLE ANNUITY

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

Policy contract number

94052

Policy instance

Insurance contract or identification number	94052
Number of Individuals Covered	46
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $4,982
Total amount of fees paid to insurance company	USD $8,908
Are there contracts with allocated funds for types other than group deferred annuity or individual?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Other information about contract	GROUP VARIABLE ANNUITY

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Company Name:	AZTEC MECHANICAL, INC.
Employer identification number (EIN):	850250200
NAIC Classification:	238300