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ADVANCED HEATING & AIR CONDITIONING CO., INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameADVANCED HEATING & AIR CONDITIONING CO., INC. PROFIT SHARING PLAN
Plan identification number 002

ADVANCED HEATING & AIR CONDITIONING CO., INC. 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.

401k Sponsoring company profile

ADVANCED HEATING & AIR CONDITIONING has sponsored the creation of one or more 401k plans.

Company Name:ADVANCED HEATING & AIR CONDITIONING
Employer identification number (EIN):951744980
NAIC Classification:236110

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ADVANCED HEATING & AIR CONDITIONING CO., INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01ERISA FIDUCIARY SERVICES, INC2024-05-08
0022022-01-01ERISA FIDUCIARY SERVICES INC2023-04-20
0022020-11-01STUART CRAFT2022-05-12
0022019-11-01STUART CRAFT2020-12-09 STUART CRAFT2020-12-09
0022018-11-01STUART CRAFT2020-05-28
0022017-11-01STUART CRAFT2019-06-13
0022016-11-01
0022015-11-01
0022014-11-01
0022013-11-01STUART CRAFT
0022012-11-01STUART CRAFT2013-12-13
0022011-11-01STUART CRAFT2013-02-20
0022010-11-01STUART CRAFT2012-01-24

Plan Statistics for ADVANCED HEATING & AIR CONDITIONING CO., INC. PROFIT SHARING PLAN

401k plan membership statisitcs for ADVANCED HEATING & AIR CONDITIONING CO., INC. PROFIT SHARING PLAN

Measure Date Value
2020: ADVANCED HEATING & AIR CONDITIONING CO., INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-11-012
Total number of active participants reported on line 7a of the Form 55002020-11-011
Number of retired or separated participants receiving benefits2020-11-010
Number of other retired or separated participants entitled to future benefits2020-11-011
Total of all active and inactive participants2020-11-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-11-010
Total participants2020-11-012
Number of participants with account balances2020-11-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-11-010
2019: ADVANCED HEATING & AIR CONDITIONING CO., INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-11-017
Total number of active participants reported on line 7a of the Form 55002019-11-011
Number of retired or separated participants receiving benefits2019-11-010
Number of other retired or separated participants entitled to future benefits2019-11-010
Total of all active and inactive participants2019-11-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-11-011
Total participants2019-11-012
Number of participants with account balances2019-11-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-11-010
2018: ADVANCED HEATING & AIR CONDITIONING CO., INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-11-018
Total number of active participants reported on line 7a of the Form 55002018-11-015
Number of retired or separated participants receiving benefits2018-11-010
Number of other retired or separated participants entitled to future benefits2018-11-011
Total of all active and inactive participants2018-11-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-11-011
Total participants2018-11-017
Number of participants with account balances2018-11-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-11-010
2017: ADVANCED HEATING & AIR CONDITIONING CO., INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-11-019
Total number of active participants reported on line 7a of the Form 55002017-11-015
Number of retired or separated participants receiving benefits2017-11-010
Number of other retired or separated participants entitled to future benefits2017-11-012
Total of all active and inactive participants2017-11-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-11-011
Total participants2017-11-018
Number of participants with account balances2017-11-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-11-010
2016: ADVANCED HEATING & AIR CONDITIONING CO., INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-11-018
Total number of active participants reported on line 7a of the Form 55002016-11-015
Number of retired or separated participants receiving benefits2016-11-010
Number of other retired or separated participants entitled to future benefits2016-11-013
Total of all active and inactive participants2016-11-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-11-011
Total participants2016-11-019
Number of participants with account balances2016-11-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-11-010
2015: ADVANCED HEATING & AIR CONDITIONING CO., INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-11-019
Total number of active participants reported on line 7a of the Form 55002015-11-015
Number of retired or separated participants receiving benefits2015-11-010
Number of other retired or separated participants entitled to future benefits2015-11-013
Total of all active and inactive participants2015-11-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-11-010
Total participants2015-11-018
Number of participants with account balances2015-11-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-11-010
2014: ADVANCED HEATING & AIR CONDITIONING CO., INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-11-019
Total number of active participants reported on line 7a of the Form 55002014-11-015
Number of retired or separated participants receiving benefits2014-11-010
Number of other retired or separated participants entitled to future benefits2014-11-014
Total of all active and inactive participants2014-11-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-11-010
Total participants2014-11-019
Number of participants with account balances2014-11-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-11-010
2013: ADVANCED HEATING & AIR CONDITIONING CO., INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-11-019
Total number of active participants reported on line 7a of the Form 55002013-11-016
Number of retired or separated participants receiving benefits2013-11-010
Number of other retired or separated participants entitled to future benefits2013-11-013
Total of all active and inactive participants2013-11-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-11-010
Total participants2013-11-019
Number of participants with account balances2013-11-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-11-010

Financial Data on ADVANCED HEATING & AIR CONDITIONING CO., INC. PROFIT SHARING PLAN

Measure Date Value
2021 : ADVANCED HEATING & AIR CONDITIONING CO., INC. PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-10-31$344,006
Expenses. Total of all expenses incurred2021-10-31$1,500
Total plan assets at end of year2021-10-31$2,566,735
Total plan assets at beginning of year2021-10-31$2,224,229
Value of fidelity bond covering the plan2021-10-31$500,000
Assets. Value of loans (other than to participants)2021-10-31$1,296,604
Other income received2021-10-31$344,006
Net income (gross income less expenses)2021-10-31$342,506
Net plan assets at end of year (total assets less liabilities)2021-10-31$2,566,735
Net plan assets at beginning of year (total assets less liabilities)2021-10-31$2,224,229
Expenses. Administrative service providers (salaries,fees and commissions)2021-10-31$1,500
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-10-31$0
2020 : ADVANCED HEATING & AIR CONDITIONING CO., INC. PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-10-31$63,374
Expenses. Total of all expenses incurred2020-10-31$917,753
Benefits paid (including direct rollovers)2020-10-31$915,288
Total plan assets at end of year2020-10-31$2,224,229
Total plan assets at beginning of year2020-10-31$3,078,608
Value of fidelity bond covering the plan2020-10-31$500,000
Total contributions received or receivable from participants2020-10-31$0
Assets. Value of loans (other than to participants)2020-10-31$884,361
Other income received2020-10-31$63,374
Net income (gross income less expenses)2020-10-31$-854,379
Net plan assets at end of year (total assets less liabilities)2020-10-31$2,224,229
Net plan assets at beginning of year (total assets less liabilities)2020-10-31$3,078,608
Total contributions received or receivable from employer(s)2020-10-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-10-31$2,465
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-10-31$0
2019 : ADVANCED HEATING & AIR CONDITIONING CO., INC. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-10-31$-47,916
Expenses. Total of all expenses incurred2019-10-31$705,351
Benefits paid (including direct rollovers)2019-10-31$690,064
Total plan assets at end of year2019-10-31$3,078,608
Total plan assets at beginning of year2019-10-31$3,831,875
Value of fidelity bond covering the plan2019-10-31$500,000
Assets. Value of loans (other than to participants)2019-10-31$1,242,249
Other income received2019-10-31$-47,916
Net income (gross income less expenses)2019-10-31$-753,267
Net plan assets at end of year (total assets less liabilities)2019-10-31$3,078,608
Net plan assets at beginning of year (total assets less liabilities)2019-10-31$3,831,875
Expenses. Administrative service providers (salaries,fees and commissions)2019-10-31$15,287
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-10-31$0
2018 : ADVANCED HEATING & AIR CONDITIONING CO., INC. PROFIT SHARING PLAN 2018 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-10-31$0
2017 : ADVANCED HEATING & AIR CONDITIONING CO., INC. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-10-31$443,682
Expenses. Total of all expenses incurred2017-10-31$97,672
Benefits paid (including direct rollovers)2017-10-31$80,000
Total plan assets at end of year2017-10-31$3,743,669
Total plan assets at beginning of year2017-10-31$3,397,659
Value of fidelity bond covering the plan2017-10-31$500,000
Assets. Value of loans (other than to participants)2017-10-31$1,230,400
Other income received2017-10-31$370,751
Net income (gross income less expenses)2017-10-31$346,010
Net plan assets at end of year (total assets less liabilities)2017-10-31$3,743,669
Net plan assets at beginning of year (total assets less liabilities)2017-10-31$3,397,659
Total contributions received or receivable from employer(s)2017-10-31$72,931
Expenses. Administrative service providers (salaries,fees and commissions)2017-10-31$17,672
2016 : ADVANCED HEATING & AIR CONDITIONING CO., INC. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-10-31$262,068
Expenses. Total of all expenses incurred2016-10-31$248,428
Benefits paid (including direct rollovers)2016-10-31$230,864
Total plan assets at end of year2016-10-31$3,397,659
Total plan assets at beginning of year2016-10-31$3,384,019
Value of fidelity bond covering the plan2016-10-31$500,000
Assets. Value of loans (other than to participants)2016-10-31$1,131,699
Other income received2016-10-31$196,034
Net income (gross income less expenses)2016-10-31$13,640
Net plan assets at end of year (total assets less liabilities)2016-10-31$3,397,659
Net plan assets at beginning of year (total assets less liabilities)2016-10-31$3,384,019
Total contributions received or receivable from employer(s)2016-10-31$66,034
Expenses. Administrative service providers (salaries,fees and commissions)2016-10-31$17,564
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-10-31$0
2015 : ADVANCED HEATING & AIR CONDITIONING CO., INC. PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at beginning of year2015-10-31$0
Total income from all sources2015-10-31$-187,313
Expenses. Total of all expenses incurred2015-10-31$118,118
Benefits paid (including direct rollovers)2015-10-31$100,000
Total plan assets at end of year2015-10-31$3,384,019
Total plan assets at beginning of year2015-10-31$3,689,450
Value of fidelity bond covering the plan2015-10-31$500,000
Assets. Value of loans (other than to participants)2015-10-31$1,041,964
Other income received2015-10-31$-228,228
Net income (gross income less expenses)2015-10-31$-305,431
Net plan assets at end of year (total assets less liabilities)2015-10-31$3,384,019
Net plan assets at beginning of year (total assets less liabilities)2015-10-31$3,689,450
Total contributions received or receivable from employer(s)2015-10-31$40,915
Expenses. Administrative service providers (salaries,fees and commissions)2015-10-31$18,118
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-10-31$0
2014 : ADVANCED HEATING & AIR CONDITIONING CO., INC. PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-10-31$0
Total plan liabilities at end of year2014-10-31$0
Total income from all sources2014-10-31$-44,359
Expenses. Total of all expenses incurred2014-10-31$160,353
Benefits paid (including direct rollovers)2014-10-31$135,000
Total plan assets at end of year2014-10-31$3,689,450
Total plan assets at beginning of year2014-10-31$3,894,162
Value of fidelity bond covering the plan2014-10-31$500,000
Assets. Value of loans (other than to participants)2014-10-31$1,193,346
Other income received2014-10-31$-44,359
Net income (gross income less expenses)2014-10-31$-204,712
Net plan assets at end of year (total assets less liabilities)2014-10-31$3,689,450
Net plan assets at beginning of year (total assets less liabilities)2014-10-31$3,894,162
Expenses. Administrative service providers (salaries,fees and commissions)2014-10-31$25,353
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-10-31$0

Form 5500 Responses for ADVANCED HEATING & AIR CONDITIONING CO., INC. PROFIT SHARING PLAN

2020: ADVANCED HEATING & AIR CONDITIONING CO., INC. PROFIT SHARING PLAN 2020 form 5500 responses
2020-11-01Type of plan entitySingle employer plan
2020-11-01Submission has been amendedNo
2020-11-01This submission is the final filingNo
2020-11-01This return/report is a short plan year return/report (less than 12 months)No
2020-11-01Plan is a collectively bargained planNo
2020-11-01Plan funding arrangement – TrustYes
2020-11-01Plan benefit arrangement - TrustYes
2019: ADVANCED HEATING & AIR CONDITIONING CO., INC. PROFIT SHARING PLAN 2019 form 5500 responses
2019-11-01Type of plan entitySingle employer plan
2019-11-01Submission has been amendedNo
2019-11-01This submission is the final filingNo
2019-11-01This return/report is a short plan year return/report (less than 12 months)No
2019-11-01Plan is a collectively bargained planNo
2019-11-01Plan funding arrangement – TrustYes
2019-11-01Plan benefit arrangement - TrustYes
2018: ADVANCED HEATING & AIR CONDITIONING CO., INC. PROFIT SHARING PLAN 2018 form 5500 responses
2018-11-01Type of plan entitySingle employer plan
2018-11-01Submission has been amendedNo
2018-11-01This submission is the final filingNo
2018-11-01This return/report is a short plan year return/report (less than 12 months)No
2018-11-01Plan is a collectively bargained planNo
2018-11-01Plan funding arrangement – TrustYes
2018-11-01Plan benefit arrangement - TrustYes
2017: ADVANCED HEATING & AIR CONDITIONING CO., INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-11-01Type of plan entitySingle employer plan
2017-11-01Submission has been amendedNo
2017-11-01This submission is the final filingNo
2017-11-01This return/report is a short plan year return/report (less than 12 months)No
2017-11-01Plan is a collectively bargained planNo
2017-11-01Plan funding arrangement – TrustYes
2017-11-01Plan benefit arrangement - TrustYes
2016: ADVANCED HEATING & AIR CONDITIONING CO., INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-11-01Type of plan entitySingle employer plan
2016-11-01Submission has been amendedNo
2016-11-01This submission is the final filingNo
2016-11-01This return/report is a short plan year return/report (less than 12 months)No
2016-11-01Plan is a collectively bargained planNo
2016-11-01Plan funding arrangement – TrustYes
2016-11-01Plan benefit arrangement - TrustYes
2015: ADVANCED HEATING & AIR CONDITIONING CO., INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-11-01Type of plan entitySingle employer plan
2015-11-01Submission has been amendedNo
2015-11-01This submission is the final filingNo
2015-11-01This return/report is a short plan year return/report (less than 12 months)No
2015-11-01Plan is a collectively bargained planNo
2015-11-01Plan funding arrangement – TrustYes
2015-11-01Plan benefit arrangement - TrustYes
2014: ADVANCED HEATING & AIR CONDITIONING CO., INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-11-01Type of plan entitySingle employer plan
2014-11-01Submission has been amendedNo
2014-11-01This submission is the final filingNo
2014-11-01This return/report is a short plan year return/report (less than 12 months)No
2014-11-01Plan is a collectively bargained planNo
2014-11-01Plan funding arrangement – TrustYes
2014-11-01Plan benefit arrangement - TrustYes
2013: ADVANCED HEATING & AIR CONDITIONING CO., INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-11-01Type of plan entitySingle employer plan
2013-11-01Submission has been amendedNo
2013-11-01This submission is the final filingNo
2013-11-01This return/report is a short plan year return/report (less than 12 months)No
2013-11-01Plan is a collectively bargained planNo
2013-11-01Plan funding arrangement – TrustYes
2013-11-01Plan benefit arrangement - TrustYes

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