401k Plan data: CHUCKS HEATING & AIR CONDITIONING, INC. 401K PLAN plan

CHUCKS HEATING & AIR CONDITIONING, INC. 401K PLAN 401k Plan overview

Plan Name	CHUCKS HEATING & AIR CONDITIONING, INC. 401K PLAN
Plan identification number	001

CHUCKS HEATING & AIR CONDITIONING, INC. 401K PLAN Benefits

401k Plan Type

Defined 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.
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

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

Company Name: CHUCKS HEATING & AIR CONDITIONING

Employer identification number (EIN): 030280898

NAIC Classification: 238220
NAIC Description: Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHUCKS HEATING & AIR CONDITIONING, INC. 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 BRIAN BREWSTER 2024-10-14
001 2022-01-01 BRIAN BREWSTER 2023-10-16
001 2021-01-01 BRIAN BREWSTER 2022-09-26
001 2020-01-01 BRIAN BREWSTER 2021-10-12
001 2019-01-01 BRIAN BREWSTER 2020-10-14
001 2018-01-01 BRIAN BREWSTER 2019-10-15
001 2017-01-01
001 2016-01-01
001 2016-01-01 BRIAN BREWSTER 2017-10-04
001 2015-01-01
001 2014-01-01 BRIAN BREWSTER
001 2013-01-01 BRIAN BREWSTER
001 2012-01-01 BRIAN BREWSTER
001 2011-01-01 BRIAN BREWSTER
001 2010-01-01 BRIAN BREWSTER
001 2009-01-01 BRIAN BREWSTER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	BRIAN BREWSTER	2024-10-14
001	2022-01-01	BRIAN BREWSTER	2023-10-16
001	2021-01-01	BRIAN BREWSTER	2022-09-26
001	2020-01-01	BRIAN BREWSTER	2021-10-12
001	2019-01-01	BRIAN BREWSTER	2020-10-14
001	2018-01-01	BRIAN BREWSTER	2019-10-15
001	2017-01-01
001	2016-01-01
001	2016-01-01	BRIAN BREWSTER	2017-10-04
001	2015-01-01
001	2014-01-01	BRIAN BREWSTER
001	2013-01-01	BRIAN BREWSTER
001	2012-01-01	BRIAN BREWSTER
001	2011-01-01	BRIAN BREWSTER
001	2010-01-01	BRIAN BREWSTER
001	2009-01-01	BRIAN BREWSTER

Financial Data on CHUCKS HEATING & AIR CONDITIONING, INC. 401K PLAN

Measure	Date	Value
2023 : CHUCKS HEATING & AIR CONDITIONING, INC. 401K PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$675,091
Expenses. Total of all expenses incurred	2023-12-31	$118,827
Benefits paid (including direct rollovers)	2023-12-31	$117,213
Total plan assets at end of year	2023-12-31	$2,566,402
Total plan assets at beginning of year	2023-12-31	$2,010,138
Value of fidelity bond covering the plan	2023-12-31	$250,000
Total contributions received or receivable from participants	2023-12-31	$161,322
Expenses. Other expenses not covered elsewhere	2023-12-31	$1,614
Other income received	2023-12-31	$416,371
Net income (gross income less expenses)	2023-12-31	$556,264
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$2,566,402
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$2,010,138
Assets. Value of participant loans	2023-12-31	$39,825
Total contributions received or receivable from employer(s)	2023-12-31	$97,398
2022 : CHUCKS HEATING & AIR CONDITIONING, INC. 401K PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-235,194
Expenses. Total of all expenses incurred	2022-12-31	$22,617
Benefits paid (including direct rollovers)	2022-12-31	$22,617
Total plan assets at end of year	2022-12-31	$2,010,138
Total plan assets at beginning of year	2022-12-31	$2,267,949
Value of fidelity bond covering the plan	2022-12-31	$250,000
Total contributions received or receivable from participants	2022-12-31	$151,249
Other income received	2022-12-31	$-478,436
Net income (gross income less expenses)	2022-12-31	$-257,811
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$2,010,138
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$2,267,949
Assets. Value of participant loans	2022-12-31	$56,419
Total contributions received or receivable from employer(s)	2022-12-31	$91,993
2021 : CHUCKS HEATING & AIR CONDITIONING, INC. 401K PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$553,139
Expenses. Total of all expenses incurred	2021-12-31	$11,157
Benefits paid (including direct rollovers)	2021-12-31	$11,157
Total plan assets at end of year	2021-12-31	$2,267,949
Total plan assets at beginning of year	2021-12-31	$1,725,967
Value of fidelity bond covering the plan	2021-12-31	$250,000
Total contributions received or receivable from participants	2021-12-31	$149,759
Contributions received from other sources (not participants or employers)	2021-12-31	$43,173
Other income received	2021-12-31	$258,501
Noncash contributions received	2021-12-31	$4,975
Net income (gross income less expenses)	2021-12-31	$541,982
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$2,267,949
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,725,967
Assets. Value of participant loans	2021-12-31	$43,168
Total contributions received or receivable from employer(s)	2021-12-31	$96,731
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$11,157
2020 : CHUCKS HEATING & AIR CONDITIONING, INC. 401K PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$518,793
Expenses. Total of all expenses incurred	2020-12-31	$81,525
Benefits paid (including direct rollovers)	2020-12-31	$79,960
Total plan assets at end of year	2020-12-31	$1,725,967
Total plan assets at beginning of year	2020-12-31	$1,288,699
Value of fidelity bond covering the plan	2020-12-31	$150,000
Total contributions received or receivable from participants	2020-12-31	$136,634
Expenses. Other expenses not covered elsewhere	2020-12-31	$1,565
Other income received	2020-12-31	$290,610
Net income (gross income less expenses)	2020-12-31	$437,268
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,725,967
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,288,699
Assets. Value of participant loans	2020-12-31	$28,323
Total contributions received or receivable from employer(s)	2020-12-31	$91,549
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$79,960
2019 : CHUCKS HEATING & AIR CONDITIONING, INC. 401K PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$387,323
Expenses. Total of all expenses incurred	2019-12-31	$251,638
Benefits paid (including direct rollovers)	2019-12-31	$251,638
Total plan assets at end of year	2019-12-31	$1,288,699
Total plan assets at beginning of year	2019-12-31	$1,153,014
Value of fidelity bond covering the plan	2019-12-31	$150,000
Total contributions received or receivable from participants	2019-12-31	$94,575
Other income received	2019-12-31	$216,013
Noncash contributions received	2019-12-31	$15,704
Net income (gross income less expenses)	2019-12-31	$135,685
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,288,699
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,153,014
Assets. Value of participant loans	2019-12-31	$19,663
Total contributions received or receivable from employer(s)	2019-12-31	$61,031
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$251,638
2018 : CHUCKS HEATING & AIR CONDITIONING, INC. 401K PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$106,727
Expenses. Total of all expenses incurred	2018-12-31	$123,543
Benefits paid (including direct rollovers)	2018-12-31	$123,543
Total plan assets at end of year	2018-12-31	$1,153,014
Total plan assets at beginning of year	2018-12-31	$1,169,830
Value of fidelity bond covering the plan	2018-12-31	$150,000
Total contributions received or receivable from participants	2018-12-31	$97,075
Contributions received from other sources (not participants or employers)	2018-12-31	$7,980
Other income received	2018-12-31	$-61,689
Net income (gross income less expenses)	2018-12-31	$-16,816
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,153,014
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,169,830
Assets. Value of participant loans	2018-12-31	$19,603
Total contributions received or receivable from employer(s)	2018-12-31	$63,361
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$123,543
2017 : CHUCKS HEATING & AIR CONDITIONING, INC. 401K PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$333,992
Expenses. Total of all expenses incurred	2017-12-31	$62,287
Benefits paid (including direct rollovers)	2017-12-31	$54,530
Total plan assets at end of year	2017-12-31	$1,169,830
Total plan assets at beginning of year	2017-12-31	$898,125
Value of fidelity bond covering the plan	2017-12-31	$100,000
Total contributions received or receivable from participants	2017-12-31	$97,893
Other income received	2017-12-31	$175,477
Net income (gross income less expenses)	2017-12-31	$271,705
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,169,830
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$898,125
Assets. Value of participant loans	2017-12-31	$8,080
Total contributions received or receivable from employer(s)	2017-12-31	$60,622
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$7,757
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$54,530
2016 : CHUCKS HEATING & AIR CONDITIONING, INC. 401K PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$153,760
Expenses. Total of all expenses incurred	2016-12-31	$914
Benefits paid (including direct rollovers)	2016-12-31	$914
Total plan assets at end of year	2016-12-31	$886,423
Total plan assets at beginning of year	2016-12-31	$733,577
Value of fidelity bond covering the plan	2016-12-31	$100,000
Total contributions received or receivable from participants	2016-12-31	$71,257
Other income received	2016-12-31	$32,987
Net income (gross income less expenses)	2016-12-31	$152,846
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$886,423
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$733,577
Assets. Value of participant loans	2016-12-31	$4,169
Total contributions received or receivable from employer(s)	2016-12-31	$49,516
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$914
2015 : CHUCKS HEATING & AIR CONDITIONING, INC. 401K PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$50,365
Expenses. Total of all expenses incurred	2015-12-31	$23,539
Total plan assets at end of year	2015-12-31	$733,577
Total plan assets at beginning of year	2015-12-31	$706,751
Value of fidelity bond covering the plan	2015-12-31	$100,000
Total contributions received or receivable from participants	2015-12-31	$27,453
Expenses. Other expenses not covered elsewhere	2015-12-31	$23,539
Other income received	2015-12-31	$785
Net income (gross income less expenses)	2015-12-31	$26,826
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$733,577
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$706,751
Assets. Value of participant loans	2015-12-31	$7,617
Total contributions received or receivable from employer(s)	2015-12-31	$22,127
2014 : CHUCKS HEATING & AIR CONDITIONING, INC. 401K PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$58,988
Expenses. Total of all expenses incurred	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$706,751
Total plan assets at beginning of year	2014-12-31	$647,763
Value of fidelity bond covering the plan	2014-12-31	$100,000
Total contributions received or receivable from participants	2014-12-31	$22,956
Contributions received from other sources (not participants or employers)	2014-12-31	$5,651
Other income received	2014-12-31	$30,381
Net income (gross income less expenses)	2014-12-31	$58,988
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$706,751
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$647,763
Assets. Value of participant loans	2014-12-31	$6,647
Total contributions received or receivable from employer(s)	2014-12-31	$0
2013 : CHUCKS HEATING & AIR CONDITIONING, INC. 401K PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$104,245
Expenses. Total of all expenses incurred	2013-12-31	$4,393
Total plan assets at end of year	2013-12-31	$647,763
Total plan assets at beginning of year	2013-12-31	$547,911
Total contributions received or receivable from participants	2013-12-31	$18,697
Expenses. Other expenses not covered elsewhere	2013-12-31	$4,393
Other income received	2013-12-31	$85,548
Net income (gross income less expenses)	2013-12-31	$99,852
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$647,763
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$547,911
Assets. Value of participant loans	2013-12-31	$12,278
2012 : CHUCKS HEATING & AIR CONDITIONING, INC. 401K PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$74,457
Expenses. Total of all expenses incurred	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$547,911
Total plan assets at beginning of year	2012-12-31	$473,454
Total contributions received or receivable from participants	2012-12-31	$18,175
Contributions received from other sources (not participants or employers)	2012-12-31	$4,548
Other income received	2012-12-31	$51,734
Net income (gross income less expenses)	2012-12-31	$74,457
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$547,911
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$473,454
Assets. Value of participant loans	2012-12-31	$7,885
Total contributions received or receivable from employer(s)	2012-12-31	$0
2011 : CHUCKS HEATING & AIR CONDITIONING, INC. 401K PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-14,003
Expenses. Total of all expenses incurred	2011-12-31	$-5,078
Total plan assets at end of year	2011-12-31	$473,454
Total plan assets at beginning of year	2011-12-31	$482,379
Total contributions received or receivable from participants	2011-12-31	$17,977
Expenses. Other expenses not covered elsewhere	2011-12-31	$-5,078
Other income received	2011-12-31	$-31,980
Net income (gross income less expenses)	2011-12-31	$-8,925
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$473,454
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$482,379
Assets. Value of participant loans	2011-12-31	$12,433
2010 : CHUCKS HEATING & AIR CONDITIONING, INC. 401K PLAN 2010 401k financial data
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$90,047
Expenses. Total of all expenses incurred	2010-12-31	$16,906
Benefits paid (including direct rollovers)	2010-12-31	$3,906
Total plan assets at end of year	2010-12-31	$497,289
Total plan assets at beginning of year	2010-12-31	$424,148
Total contributions received or receivable from participants	2010-12-31	$20,474
Expenses. Other expenses not covered elsewhere	2010-12-31	$13,000
Contributions received from other sources (not participants or employers)	2010-12-31	$4,121
Other income received	2010-12-31	$65,452
Net income (gross income less expenses)	2010-12-31	$73,141
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$497,289
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$424,148
Assets. Value of participant loans	2010-12-31	$14,910
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$3,906
2009 : CHUCKS HEATING & AIR CONDITIONING, INC. 401K PLAN 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 CHUCKS HEATING & AIR CONDITIONING, INC. 401K PLAN

2023: CHUCKS HEATING & AIR CONDITIONING, INC. 401K PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: CHUCKS HEATING & AIR CONDITIONING, INC. 401K PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: CHUCKS HEATING & AIR CONDITIONING, INC. 401K PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: CHUCKS HEATING & AIR CONDITIONING, INC. 401K PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: CHUCKS HEATING & AIR CONDITIONING, INC. 401K PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: CHUCKS HEATING & AIR CONDITIONING, INC. 401K PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: CHUCKS HEATING & AIR CONDITIONING, INC. 401K PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: CHUCKS HEATING & AIR CONDITIONING, INC. 401K PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	Yes
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: CHUCKS HEATING & AIR CONDITIONING, INC. 401K PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: CHUCKS HEATING & AIR CONDITIONING, INC. 401K PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: CHUCKS HEATING & AIR CONDITIONING, INC. 401K PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Mulitple employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: CHUCKS HEATING & AIR CONDITIONING, INC. 401K PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: CHUCKS HEATING & AIR CONDITIONING, INC. 401K PLAN 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: CHUCKS HEATING & AIR CONDITIONING, INC. 401K PLAN 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: CHUCKS HEATING & AIR CONDITIONING, INC. 401K PLAN 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

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )

Policy contract number

605383

Policy instance

Insurance contract or identification number	605383
Number of Individuals Covered	56
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $9,688
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )

Policy contract number

605383

Policy instance

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )

Policy contract number

605383

Policy instance

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )

Policy contract number

605383

Policy instance

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )

Policy contract number

605383

Policy instance

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )

Policy contract number

605383

Policy instance

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )

Policy contract number

605383

Policy instance

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )

Policy contract number

605383

Policy instance

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )

Policy contract number

605383

Policy instance

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )

Policy contract number

605383

Policy instance

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )

Policy contract number

605383

Policy instance

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )

Policy contract number

605383

Policy instance

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )

Policy contract number

605383

Policy instance

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	CHUCKS HEATING & AIR CONDITIONING
Employer identification number (EIN):	030280898
NAIC Classification:	238220
NAIC Description:	Plumbing, Heating, and Air-Conditioning Contractors