401k Plan data: PHM VENTURES INC 401 K PROFIT SHARING PLAN TRUST plan

PHM VENTURES INC 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan Name	PHM VENTURES INC 401 K PROFIT SHARING PLAN TRUST
Plan identification number	001

PHM VENTURES INC 401 K PROFIT SHARING PLAN TRUST 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
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

POWERHOUSE MAINTENANCE, INC. has sponsored the creation of one or more 401k plans.

Company Name: POWERHOUSE MAINTENANCE, INC.

Employer identification number (EIN): 113222469

NAIC Classification: 238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PHM VENTURES INC 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01 DONNA FALZOLGHER 2018-01-29
001 2016-01-01 TODD ROY 2017-06-09
001 2016-01-01
001 2016-01-01 KENNETH ROY 2020-04-14
001 2015-01-01 DONNA FALZOLGHER
001 2014-01-01 DONNA FALZOLGHER
001 2013-01-01 DONNA FALZOLGHER
001 2012-01-01 KENNETH ROY
001 2011-01-01 KENNETH ROY
001 2010-01-01 KENNETH ROY 2011-10-21

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2017-01-01	DONNA FALZOLGHER	2018-01-29
001	2016-01-01	TODD ROY	2017-06-09
001	2016-01-01
001	2016-01-01	KENNETH ROY	2020-04-14
001	2015-01-01	DONNA FALZOLGHER
001	2014-01-01	DONNA FALZOLGHER
001	2013-01-01	DONNA FALZOLGHER
001	2012-01-01	KENNETH ROY
001	2011-01-01	KENNETH ROY
001	2010-01-01	KENNETH ROY	2011-10-21

Plan Statistics for PHM VENTURES INC 401 K PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for PHM VENTURES INC 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2016: PHM VENTURES INC 401 K PROFIT SHARING PLAN TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 108
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 0
Number of participants with account balances 2016-01-01 0
2015: PHM VENTURES INC 401 K PROFIT SHARING PLAN TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 61
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 52
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 56
Total of all active and inactive participants 2015-01-01 108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 108
Number of participants with account balances 2015-01-01 94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: PHM VENTURES INC 401 K PROFIT SHARING PLAN TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 58
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 46
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 15
Total of all active and inactive participants 2014-01-01 61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 61
Number of participants with account balances 2014-01-01 46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 2
2013: PHM VENTURES INC 401 K PROFIT SHARING PLAN TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 59
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 46
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 12
Total of all active and inactive participants 2013-01-01 58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 58
Number of participants with account balances 2013-01-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 2
2012: PHM VENTURES INC 401 K PROFIT SHARING PLAN TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 54
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 46
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 13
Total of all active and inactive participants 2012-01-01 59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 59
Number of participants with account balances 2012-01-01 53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 6
2011: PHM VENTURES INC 401 K PROFIT SHARING PLAN TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 56
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 44
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 10
Total of all active and inactive participants 2011-01-01 54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 54
Number of participants with account balances 2011-01-01 45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 3

Measure	Date	Value
2016: PHM VENTURES INC 401 K PROFIT SHARING PLAN TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	108
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	0
Number of participants with account balances	2016-01-01	0
2015: PHM VENTURES INC 401 K PROFIT SHARING PLAN TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	61
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	52
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	56
Total of all active and inactive participants	2015-01-01	108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	108
Number of participants with account balances	2015-01-01	94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: PHM VENTURES INC 401 K PROFIT SHARING PLAN TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	58
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	46
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	15
Total of all active and inactive participants	2014-01-01	61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	61
Number of participants with account balances	2014-01-01	46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	2
2013: PHM VENTURES INC 401 K PROFIT SHARING PLAN TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	59
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	46
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	12
Total of all active and inactive participants	2013-01-01	58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	58
Number of participants with account balances	2013-01-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	2
2012: PHM VENTURES INC 401 K PROFIT SHARING PLAN TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	54
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	46
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	13
Total of all active and inactive participants	2012-01-01	59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	59
Number of participants with account balances	2012-01-01	53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	6
2011: PHM VENTURES INC 401 K PROFIT SHARING PLAN TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	56
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	44
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	10
Total of all active and inactive participants	2011-01-01	54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	54
Number of participants with account balances	2011-01-01	45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	3

Financial Data on PHM VENTURES INC 401 K PROFIT SHARING PLAN TRUST

Measure	Date	Value
2016 : PHM VENTURES INC 401 K PROFIT SHARING PLAN TRUST 2016 401k financial data
Transfers to/from the plan	2016-04-21	$0
Total plan liabilities at end of year	2016-04-21	$0
Total plan liabilities at beginning of year	2016-04-21	$0
Total income from all sources	2016-04-21	$-62,965
Expenses. Total of all expenses incurred	2016-04-21	$2,046,487
Benefits paid (including direct rollovers)	2016-04-21	$2,045,612
Total plan assets at end of year	2016-04-21	$0
Total plan assets at beginning of year	2016-04-21	$2,109,452
Value of fidelity bond covering the plan	2016-04-21	$500,000
Total contributions received or receivable from participants	2016-04-21	$11,512
Expenses. Other expenses not covered elsewhere	2016-04-21	$0
Contributions received from other sources (not participants or employers)	2016-04-21	$0
Other income received	2016-04-21	$-74,477
Noncash contributions received	2016-04-21	$0
Net income (gross income less expenses)	2016-04-21	$-2,109,452
Net plan assets at end of year (total assets less liabilities)	2016-04-21	$0
Net plan assets at beginning of year (total assets less liabilities)	2016-04-21	$2,109,452
Total contributions received or receivable from employer(s)	2016-04-21	$0
Value of certain deemed distributions of participant loans	2016-04-21	$0
Value of corrective distributions	2016-04-21	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-04-21	$875
2015 : PHM VENTURES INC 401 K PROFIT SHARING PLAN TRUST 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
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	$151,653
Expenses. Total of all expenses incurred	2015-12-31	$34,966
Benefits paid (including direct rollovers)	2015-12-31	$34,816
Total plan assets at end of year	2015-12-31	$2,109,452
Total plan assets at beginning of year	2015-12-31	$1,992,765
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$181,667
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$2,981
Other income received	2015-12-31	$-33,134
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$116,687
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,109,452
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,992,765
Total contributions received or receivable from employer(s)	2015-12-31	$139
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	$150
2014 : PHM VENTURES INC 401 K PROFIT SHARING PLAN TRUST 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
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	$187,614
Expenses. Total of all expenses incurred	2014-12-31	$378,982
Benefits paid (including direct rollovers)	2014-12-31	$378,882
Total plan assets at end of year	2014-12-31	$1,992,765
Total plan assets at beginning of year	2014-12-31	$2,184,133
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$123,500
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$54,104
Other income received	2014-12-31	$10,010
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$-191,368
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,992,765
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,184,133
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$100
2013 : PHM VENTURES INC 401 K PROFIT SHARING PLAN TRUST 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$327,005
Expenses. Total of all expenses incurred	2013-12-31	$239,663
Benefits paid (including direct rollovers)	2013-12-31	$239,638
Total plan assets at end of year	2013-12-31	$2,184,133
Total plan assets at beginning of year	2013-12-31	$2,096,791
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$130,042
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$196,963
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$87,342
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,184,133
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,096,791
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	$25
2012 : PHM VENTURES INC 401 K PROFIT SHARING PLAN TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$222,782
Expenses. Total of all expenses incurred	2012-12-31	$137,690
Benefits paid (including direct rollovers)	2012-12-31	$130,247
Total plan assets at end of year	2012-12-31	$2,096,791
Total plan assets at beginning of year	2012-12-31	$2,011,699
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$117,167
Other income received	2012-12-31	$105,615
Net income (gross income less expenses)	2012-12-31	$85,092
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,096,791
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,011,699
Value of corrective distributions	2012-12-31	$7,393
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$50
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : PHM VENTURES INC 401 K PROFIT SHARING PLAN TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$91,445
Expenses. Total of all expenses incurred	2011-12-31	$31,398
Benefits paid (including direct rollovers)	2011-12-31	$22,763
Total plan assets at end of year	2011-12-31	$2,011,699
Total plan assets at beginning of year	2011-12-31	$1,951,652
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$94,071
Other income received	2011-12-31	$-106,630
Net income (gross income less expenses)	2011-12-31	$60,047
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,011,699
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,951,652
Total contributions received or receivable from employer(s)	2011-12-31	$104,004
Value of corrective distributions	2011-12-31	$7,943
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$692
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0

Form 5500 Responses for PHM VENTURES INC 401 K PROFIT SHARING PLAN TRUST

2016: PHM VENTURES INC 401 K PROFIT SHARING PLAN TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	Yes
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: PHM VENTURES INC 401 K PROFIT SHARING PLAN TRUST 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: PHM VENTURES INC 401 K PROFIT SHARING PLAN TRUST 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: PHM VENTURES INC 401 K PROFIT SHARING PLAN TRUST 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: PHM VENTURES INC 401 K PROFIT SHARING PLAN TRUST 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: PHM VENTURES INC 401 K PROFIT SHARING PLAN TRUST 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

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Company Name:	POWERHOUSE MAINTENANCE, INC.
Employer identification number (EIN):	113222469
NAIC Classification:	238900