401k Plan data: HBW HEATING AND AIR CONDITIONING CORP. PROFIT SHARING PLAN plan

HBW HEATING AND AIR CONDITIONING CORP. PROFIT SHARING PLAN 401k Plan overview

Plan Name	HBW HEATING AND AIR CONDITIONING CORP. PROFIT SHARING PLAN
Plan identification number	001

HBW HEATING AND AIR CONDITIONING CORP. 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
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.
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.
Life insurance

401k Sponsoring company profile

HBW HEATING AND AIR CONDITIONING CO has sponsored the creation of one or more 401k plans.

Company Name: HBW HEATING AND AIR CONDITIONING CO

Employer identification number (EIN): 113067647

NAIC Classification: 811310
NAIC Description: Commercial and Industrial Machinery and Equipment (except Automotive and Electronic) Repair and Maintenance

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HBW HEATING AND AIR CONDITIONING CORP. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01 HOWARD WEITZMAN 2016-12-19
001 2015-01-01 HOWARD WEITZMAN 2016-05-04
001 2014-01-01 LAURENCE WALD 2015-05-15
001 2013-01-01 LAURENCE WALD 2014-06-16
001 2012-01-01 LAURENCE WALD 2013-09-18
001 2011-01-01 LAURENCE WALD 2012-10-04
001 2010-01-01 LAURENCE WALD 2011-05-03
001 2008-01-01 LAURENCE WALD

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2016-01-01	HOWARD WEITZMAN	2016-12-19
001	2015-01-01	HOWARD WEITZMAN	2016-05-04
001	2014-01-01	LAURENCE WALD	2015-05-15
001	2013-01-01	LAURENCE WALD	2014-06-16
001	2012-01-01	LAURENCE WALD	2013-09-18
001	2011-01-01	LAURENCE WALD	2012-10-04
001	2010-01-01	LAURENCE WALD	2011-05-03
001	2008-01-01	LAURENCE WALD

Plan Statistics for HBW HEATING AND AIR CONDITIONING CORP. PROFIT SHARING PLAN

401k plan membership statisitcs for HBW HEATING AND AIR CONDITIONING CORP. PROFIT SHARING PLAN

Measure Date Value
2008: HBW HEATING AND AIR CONDITIONING CORP. PROFIT SHARING PLAN 2008 401k membership
Total participants, beginning-of-year 2008-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2008-01-01 2
Number of retired or separated participants receiving benefits 2008-01-01 1
Number of other retired or separated participants entitled to future benefits 2008-01-01 0
Total of all active and inactive participants 2008-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2008-01-01 1
Total participants 2008-01-01 4
Number of participants with account balances 2008-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2008-01-01 1

Measure	Date	Value
2008: HBW HEATING AND AIR CONDITIONING CORP. PROFIT SHARING PLAN 2008 401k membership
Total participants, beginning-of-year	2008-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2008-01-01	2
Number of retired or separated participants receiving benefits	2008-01-01	1
Number of other retired or separated participants entitled to future benefits	2008-01-01	0
Total of all active and inactive participants	2008-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2008-01-01	1
Total participants	2008-01-01	4
Number of participants with account balances	2008-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2008-01-01	1

Financial Data on HBW HEATING AND AIR CONDITIONING CORP. PROFIT SHARING PLAN

Measure	Date	Value
2008 : HBW HEATING AND AIR CONDITIONING CORP. PROFIT SHARING PLAN 2008 401k financial data
Total income from all sources	2008-12-31	$-53,465
Expenses. Total of all expenses incurred	2008-12-31	$72,395
Benefits paid (including direct rollovers)	2008-12-31	$67,705
Total plan assets at end of year	2008-12-31	$322,444
Total plan assets at beginning of year	2008-12-31	$448,304
Value of fidelity bond covering the plan	2008-12-31	$50,000
Expenses. Other expenses not covered elsewhere	2008-12-31	$2,134
Other income received	2008-12-31	$-55,599
Net income (gross income less expenses)	2008-12-31	$-125,860
Net plan assets at end of year (total assets less liabilities)	2008-12-31	$322,444
Net plan assets at beginning of year (total assets less liabilities)	2008-12-31	$448,304
Total contributions received or receivable from employer(s)	2008-12-31	$2,134
Expenses. Administrative service providers (salaries,fees and commissions)	2008-12-31	$2,556

Form 5500 Responses for HBW HEATING AND AIR CONDITIONING CORP. PROFIT SHARING PLAN

2008: HBW HEATING AND AIR CONDITIONING CORP. PROFIT SHARING PLAN 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	Yes
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No
2008-01-01	Plan funding arrangement – Insurance	Yes
2008-01-01	Plan funding arrangement – Trust	Yes
2008-01-01	Plan benefit arrangement – Insurance	Yes
2008-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

HBWH00NY0021

Policy instance

Insurance contract or identification number	HBWH00NY0021
Number of Individuals Covered	2
Insurance policy start date	2008-01-01
Insurance policy end date	2008-12-31

SECURITY MUTUAL LIFE INSURANCE COMPANY OF NY (National Association of Insurance Commissioners NAIC id number: 68772 )

Policy contract number

01005510

Policy instance

Insurance contract or identification number	01005510
Number of Individuals Covered	2
Insurance policy start date	2008-01-01
Insurance policy end date	2008-12-31
Total amount of commissions paid to insurance broker	USD $743
Total amount of fees paid to insurance company	USD $181

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Company Name:	HBW HEATING AND AIR CONDITIONING CO
Employer identification number (EIN):	113067647
NAIC Classification:	811310
NAIC Description:	Commercial and Industrial Machinery and Equipment (except Automotive and Electronic) Repair and Maintenance