401k Plan data: PUTNAM PLUMBING & HEATING, INC. PROFIT SHARING PLAN plan

PUTNAM PLUMBING & HEATING, INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	PUTNAM PLUMBING & HEATING, INC. PROFIT SHARING PLAN
Plan identification number	002

PUTNAM PLUMBING & HEATING, INC. PROFIT SHARING 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
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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

RICHARD AIDINIS, PUTNAM PLUMBING & HEATING, INC. has sponsored the creation of one or more 401k plans.

Company Name: RICHARD AIDINIS, PUTNAM PLUMBING & HEATING, INC.

Employer identification number (EIN): 060773258

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PUTNAM PLUMBING & HEATING, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 A. DEBORAH AIDINIS 2023-08-18 A. DEBORAH AIDINIS 2023-08-18
002 2021-01-01 A. DEBORAH AIDINIS 2022-09-30 A. DEBORAH AIDINIS 2022-09-30
002 2020-01-01 RICHARD AIDINIS 2021-10-07 RICHARD AIDINIS 2021-10-07
002 2019-01-01 RICHARD AIDINIS 2020-10-10 RICHARD AIDINIS 2020-10-10
002 2018-01-01 RICHARD AIDINIS 2019-10-15 RICHARD AIDINIS 2019-10-15
002 2018-01-01 RICHARD AIDINIS 2019-09-24 RICHARD AIDINIS 2019-09-24
002 2017-01-01 RICHARD AIDINIS 2018-08-30 RICHARD AIDINIS 2018-08-30
002 2016-01-01 RICHARD AIDINIS 2017-10-12 RICHARD AIDINIS 2017-10-12
002 2015-01-01 RICHARD AIDINIS
002 2014-01-01 RICHARD AIDINIS
002 2013-01-01 RICHARD AIDINIS
002 2012-01-01 RICHARD AIDINIS
002 2011-01-01 RICHARD AIDINIS
002 2009-01-01 RICHARD AIDINIS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	A. DEBORAH AIDINIS	2023-08-18	A. DEBORAH AIDINIS	2023-08-18
002	2021-01-01	A. DEBORAH AIDINIS	2022-09-30	A. DEBORAH AIDINIS	2022-09-30
002	2020-01-01	RICHARD AIDINIS	2021-10-07	RICHARD AIDINIS	2021-10-07
002	2019-01-01	RICHARD AIDINIS	2020-10-10	RICHARD AIDINIS	2020-10-10
002	2018-01-01	RICHARD AIDINIS	2019-10-15	RICHARD AIDINIS	2019-10-15
002	2018-01-01	RICHARD AIDINIS	2019-09-24	RICHARD AIDINIS	2019-09-24
002	2017-01-01	RICHARD AIDINIS	2018-08-30	RICHARD AIDINIS	2018-08-30
002	2016-01-01	RICHARD AIDINIS	2017-10-12	RICHARD AIDINIS	2017-10-12
002	2015-01-01	RICHARD AIDINIS
002	2014-01-01	RICHARD AIDINIS
002	2013-01-01	RICHARD AIDINIS
002	2012-01-01	RICHARD AIDINIS
002	2011-01-01	RICHARD AIDINIS
002	2009-01-01	RICHARD AIDINIS

Plan Statistics for PUTNAM PLUMBING & HEATING, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for PUTNAM PLUMBING & HEATING, INC. PROFIT SHARING PLAN

Measure Date Value
2015: PUTNAM PLUMBING & HEATING, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 5
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 5
Number of participants with account balances 2015-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: PUTNAM PLUMBING & HEATING, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 5
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 5
Number of participants with account balances 2014-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: PUTNAM PLUMBING & HEATING, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 5
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 5
Number of participants with account balances 2013-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: PUTNAM PLUMBING & HEATING, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 5
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 5
Number of participants with account balances 2012-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: PUTNAM PLUMBING & HEATING, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 4
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 0
Total of all active and inactive participants 2011-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 4
Number of participants with account balances 2011-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: PUTNAM PLUMBING & HEATING, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 5
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 1
Total of all active and inactive participants 2009-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 6
Number of participants with account balances 2009-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2015: PUTNAM PLUMBING & HEATING, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	5
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	5
Number of participants with account balances	2015-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: PUTNAM PLUMBING & HEATING, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	5
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	5
Number of participants with account balances	2014-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: PUTNAM PLUMBING & HEATING, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	5
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	5
Number of participants with account balances	2013-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: PUTNAM PLUMBING & HEATING, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	5
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	5
Number of participants with account balances	2012-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: PUTNAM PLUMBING & HEATING, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	4
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	0
Total of all active and inactive participants	2011-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	4
Number of participants with account balances	2011-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: PUTNAM PLUMBING & HEATING, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	5
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	1
Total of all active and inactive participants	2009-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	6
Number of participants with account balances	2009-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on PUTNAM PLUMBING & HEATING, INC. PROFIT SHARING PLAN

Measure	Date	Value
2015 : PUTNAM PLUMBING & HEATING, INC. PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$-48,895
Expenses. Total of all expenses incurred	2015-12-31	$2,023
Benefits paid (including direct rollovers)	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$1,378,075
Total plan assets at beginning of year	2015-12-31	$1,428,993
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$0
Expenses. Other expenses not covered elsewhere	2015-12-31	$2,023
Other income received	2015-12-31	$-48,895
Net income (gross income less expenses)	2015-12-31	$-50,918
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,378,075
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,428,993
Total contributions received or receivable from employer(s)	2015-12-31	$0
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
2014 : PUTNAM PLUMBING & HEATING, INC. PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$48,135
Expenses. Total of all expenses incurred	2014-12-31	$1,201
Total plan assets at end of year	2014-12-31	$1,428,993
Total plan assets at beginning of year	2014-12-31	$1,382,059
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$0
Expenses. Other expenses not covered elsewhere	2014-12-31	$1,201
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$28,135
Net income (gross income less expenses)	2014-12-31	$46,934
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,428,993
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,382,059
Total contributions received or receivable from employer(s)	2014-12-31	$20,000
2013 : PUTNAM PLUMBING & HEATING, INC. PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$75,918
Expenses. Total of all expenses incurred	2013-12-31	$1,493
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$1,382,059
Total plan assets at beginning of year	2013-12-31	$1,307,634
Total contributions received or receivable from participants	2013-12-31	$0
Expenses. Other expenses not covered elsewhere	2013-12-31	$1,493
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$75,918
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$74,425
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,382,059
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,307,634
Total contributions received or receivable from employer(s)	2013-12-31	$0
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
2012 : PUTNAM PLUMBING & HEATING, INC. PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$125,301
Expenses. Total of all expenses incurred	2012-12-31	$1,694
Total plan assets at end of year	2012-12-31	$1,307,634
Total plan assets at beginning of year	2012-12-31	$1,184,027
Expenses. Other expenses not covered elsewhere	2012-12-31	$1,694
Other income received	2012-12-31	$65,301
Net income (gross income less expenses)	2012-12-31	$123,607
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,307,634
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,184,027
Total contributions received or receivable from employer(s)	2012-12-31	$60,000
2011 : PUTNAM PLUMBING & HEATING, INC. PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$89,243
Expenses. Total of all expenses incurred	2011-12-31	$10,599
Benefits paid (including direct rollovers)	2011-12-31	$8,690
Total plan assets at end of year	2011-12-31	$1,184,027
Total plan assets at beginning of year	2011-12-31	$1,105,383
Expenses. Other expenses not covered elsewhere	2011-12-31	$1,909
Other income received	2011-12-31	$69,243
Net income (gross income less expenses)	2011-12-31	$78,644
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,184,027
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,105,383
Total contributions received or receivable from employer(s)	2011-12-31	$20,000
2010 : PUTNAM PLUMBING & HEATING, INC. PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$-439,843
Expenses. Total of all expenses incurred	2010-12-31	$30,834
Benefits paid (including direct rollovers)	2010-12-31	$30,447
Total plan assets at end of year	2010-12-31	$1,105,383
Total plan assets at beginning of year	2010-12-31	$1,576,060
Expenses. Other expenses not covered elsewhere	2010-12-31	$387
Other income received	2010-12-31	$-439,843
Net income (gross income less expenses)	2010-12-31	$-470,677
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,105,383
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,576,060

Form 5500 Responses for PUTNAM PLUMBING & HEATING, INC. PROFIT SHARING PLAN

2015: PUTNAM PLUMBING & HEATING, INC. PROFIT SHARING 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 – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PUTNAM PLUMBING & HEATING, INC. PROFIT SHARING 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 – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: PUTNAM PLUMBING & HEATING, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single 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 – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: PUTNAM PLUMBING & HEATING, INC. PROFIT SHARING 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 – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: PUTNAM PLUMBING & HEATING, INC. PROFIT SHARING 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 – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: PUTNAM PLUMBING & HEATING, INC. PROFIT SHARING 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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

PUTNAM PLUMBING 401(K) PLAN [EIN = 870556735]

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Company Name:	RICHARD AIDINIS, PUTNAM PLUMBING & HEATING, INC.
Employer identification number (EIN):	060773258
NAIC Classification:	238220
NAIC Description:	Plumbing, Heating, and Air-Conditioning Contractors