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CLIMATE CONTROL SPECIALISTS, INC. 401(K) 401k Plan overview

Plan NameCLIMATE CONTROL SPECIALISTS, INC. 401(K)
Plan identification number 001

CLIMATE CONTROL SPECIALISTS, INC. 401(K) 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.
  • 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

CLIMATE CONTROL SPECIALISTS, INC. has sponsored the creation of one or more 401k plans.

Company Name:CLIMATE CONTROL SPECIALISTS, INC.
Employer identification number (EIN):043097081
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Additional information about CLIMATE CONTROL SPECIALISTS, INC.

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 2003-08-14
Company Identification Number: C2551108
Legal Registered Office Address: 2166 West Broadway #726

Anaheim
United States of America (USA)
92804

More information about CLIMATE CONTROL SPECIALISTS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CLIMATE CONTROL SPECIALISTS, INC. 401(K)

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01VINCENT MASSARO2022-06-10 VINCENT MASSARO2022-06-10
0012020-01-01VINCENT MASSARO2021-05-04 VINCENT MASSARO2021-05-04
0012019-01-01VINCENT MASSARO2020-06-03 VINCENT MASSARO2020-06-03
0012018-01-01VINCENT MASSARO2019-06-06
0012017-01-01VINCENT MASSARO2018-07-13
0012016-01-01VINCENT MASSARO2017-06-08
0012015-01-01VINCENT MASSARO2016-07-22
0012014-01-01VINCENT MASSARO2015-07-27 VINCENT MASSARO2015-07-27
0012013-01-01VINCENT MASSARO2014-07-08
0012012-01-01VINCENT MASSARO2013-07-01
0012011-01-01VINCENT MASSARO2012-07-10
0012010-01-01VINCENT MASSARO
0012009-01-01VINCENT MASSARO

Plan Statistics for CLIMATE CONTROL SPECIALISTS, INC. 401(K)

401k plan membership statisitcs for CLIMATE CONTROL SPECIALISTS, INC. 401(K)

Measure Date Value
2010: CLIMATE CONTROL SPECIALISTS, INC. 401(K) 2010 401k membership
Total participants, beginning-of-year2010-01-013
Total number of active participants reported on line 7a of the Form 55002010-01-013
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-013
Number of participants with account balances2010-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: CLIMATE CONTROL SPECIALISTS, INC. 401(K) 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-013
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-013
Number of participants with account balances2009-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CLIMATE CONTROL SPECIALISTS, INC. 401(K)

Measure Date Value
2010 : CLIMATE CONTROL SPECIALISTS, INC. 401(K) 2010 401k financial data
Total income from all sources2010-12-31$60,941
Expenses. Total of all expenses incurred2010-12-31$1,364
Total plan assets at end of year2010-12-31$183,543
Total plan assets at beginning of year2010-12-31$123,966
Total contributions received or receivable from participants2010-12-31$35,500
Expenses. Other expenses not covered elsewhere2010-12-31$1,364
Other income received2010-12-31$17,878
Net income (gross income less expenses)2010-12-31$59,577
Net plan assets at end of year (total assets less liabilities)2010-12-31$183,543
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$123,966
Total contributions received or receivable from employer(s)2010-12-31$7,563

Form 5500 Responses for CLIMATE CONTROL SPECIALISTS, INC. 401(K)

2010: CLIMATE CONTROL SPECIALISTS, INC. 401(K) 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CLIMATE CONTROL SPECIALISTS, INC. 401(K) 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number69160
Policy instance 1
Insurance contract or identification number69160
Number of Individuals Covered2
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $355
Total amount of fees paid to insurance companyUSD $20
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees20
Additional information about fees paid to insurance brokerNON MONETARY COMPENSATION TO SALES REP
Insurance broker organization code?4
Insurance broker nameL M KOHN AND COMPANY

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