401k Plan data: SAKOWICH PLUMBING & HEATING 401(K) PROFIT SHARING PLAN plan

SAKOWICH PLUMBING & HEATING 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	SAKOWICH PLUMBING & HEATING 401(K) PROFIT SHARING PLAN
Plan identification number	001

SAKOWICH PLUMBING & HEATING 401(K) 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
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.
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.

401k Sponsoring company profile

SAKOWICH PLUMBING & HEATING has sponsored the creation of one or more 401k plans.

Company Name: SAKOWICH PLUMBING & HEATING

Employer identification number (EIN): 113416214

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAKOWICH PLUMBING & HEATING 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 REID SAKOWICH 2024-07-08
001 2022-01-01 REID SAKOWICH 2023-08-31
001 2021-01-01 REID SAKOWICH 2022-07-11
001 2020-01-01 REID SAKOWICH 2021-08-02
001 2019-01-01 REID SAKOWICH 2020-08-24
001 2018-01-01 REID SAKOWICH 2019-07-15
001 2017-01-01 REID SAKOWICH 2018-09-13
001 2016-01-01 REID SAKOWICH
001 2015-01-01 REID SAKOWICH
001 2014-01-01 REID SAKOWICH
001 2013-01-01 REID SAKOWICH
001 2012-01-01 REID SAKOWICH

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	REID SAKOWICH	2024-07-08
001	2022-01-01	REID SAKOWICH	2023-08-31
001	2021-01-01	REID SAKOWICH	2022-07-11
001	2020-01-01	REID SAKOWICH	2021-08-02
001	2019-01-01	REID SAKOWICH	2020-08-24
001	2018-01-01	REID SAKOWICH	2019-07-15
001	2017-01-01	REID SAKOWICH	2018-09-13
001	2016-01-01	REID SAKOWICH
001	2015-01-01	REID SAKOWICH
001	2014-01-01	REID SAKOWICH
001	2013-01-01	REID SAKOWICH
001	2012-01-01	REID SAKOWICH

Plan Statistics for SAKOWICH PLUMBING & HEATING 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for SAKOWICH PLUMBING & HEATING 401(K) PROFIT SHARING PLAN

Measure Date Value
2016: SAKOWICH PLUMBING & HEATING 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 13
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 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 13
Number of participants with account balances 2016-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: SAKOWICH PLUMBING & HEATING 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 13
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 1
Total of all active and inactive participants 2015-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 14
Number of participants with account balances 2015-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: SAKOWICH PLUMBING & HEATING 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 12
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 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 12
Number of participants with account balances 2014-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: SAKOWICH PLUMBING & HEATING 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 12
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 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 12
Number of participants with account balances 2013-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: SAKOWICH PLUMBING & HEATING 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 12
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 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 12
Number of participants with account balances 2012-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2016: SAKOWICH PLUMBING & HEATING 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	13
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	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	13
Number of participants with account balances	2016-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: SAKOWICH PLUMBING & HEATING 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	13
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	1
Total of all active and inactive participants	2015-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	14
Number of participants with account balances	2015-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: SAKOWICH PLUMBING & HEATING 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	12
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	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	12
Number of participants with account balances	2014-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: SAKOWICH PLUMBING & HEATING 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	12
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	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	12
Number of participants with account balances	2013-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: SAKOWICH PLUMBING & HEATING 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	12
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	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	12
Number of participants with account balances	2012-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on SAKOWICH PLUMBING & HEATING 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2016 : SAKOWICH PLUMBING & HEATING 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$186,483
Expenses. Total of all expenses incurred	2016-12-31	$40,243
Benefits paid (including direct rollovers)	2016-12-31	$25,092
Total plan assets at end of year	2016-12-31	$1,320,993
Total plan assets at beginning of year	2016-12-31	$1,174,753
Value of fidelity bond covering the plan	2016-12-31	$132,099
Total contributions received or receivable from participants	2016-12-31	$81,589
Other income received	2016-12-31	$77,192
Net income (gross income less expenses)	2016-12-31	$146,240
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,320,993
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,174,753
Assets. Value of participant loans	2016-12-31	$41,509
Total contributions received or receivable from employer(s)	2016-12-31	$27,702
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$15,151
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : SAKOWICH PLUMBING & HEATING 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$75,291
Expenses. Total of all expenses incurred	2015-12-31	$22,454
Benefits paid (including direct rollovers)	2015-12-31	$8,111
Total plan assets at end of year	2015-12-31	$1,174,753
Total plan assets at beginning of year	2015-12-31	$1,121,916
Value of fidelity bond covering the plan	2015-12-31	$112,192
Total contributions received or receivable from participants	2015-12-31	$78,737
Other income received	2015-12-31	$-28,423
Net income (gross income less expenses)	2015-12-31	$52,837
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,174,753
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,121,916
Assets. Value of participant loans	2015-12-31	$8,737
Total contributions received or receivable from employer(s)	2015-12-31	$24,977
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$14,343
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : SAKOWICH PLUMBING & HEATING 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$152,318
Expenses. Total of all expenses incurred	2014-12-31	$12,725
Total plan assets at end of year	2014-12-31	$1,121,916
Total plan assets at beginning of year	2014-12-31	$982,323
Value of fidelity bond covering the plan	2014-12-31	$98,233
Total contributions received or receivable from participants	2014-12-31	$76,991
Other income received	2014-12-31	$50,496
Net income (gross income less expenses)	2014-12-31	$139,593
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,121,916
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$982,323
Assets. Value of participant loans	2014-12-31	$12,570
Total contributions received or receivable from employer(s)	2014-12-31	$24,831
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$12,725
2013 : SAKOWICH PLUMBING & HEATING 401(K) 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	$235,708
Expenses. Total of all expenses incurred	2013-12-31	$21,740
Benefits paid (including direct rollovers)	2013-12-31	$10,000
Total plan assets at end of year	2013-12-31	$982,323
Total plan assets at beginning of year	2013-12-31	$768,355
Value of fidelity bond covering the plan	2013-12-31	$76,836
Total contributions received or receivable from participants	2013-12-31	$61,259
Other income received	2013-12-31	$151,420
Net income (gross income less expenses)	2013-12-31	$213,968
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$982,323
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$768,355
Assets. Value of participant loans	2013-12-31	$16,470
Total contributions received or receivable from employer(s)	2013-12-31	$23,029
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$11,740
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : SAKOWICH PLUMBING & HEATING 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total income from all sources	2012-12-31	$771,583
Expenses. Total of all expenses incurred	2012-12-31	$3,228
Total plan assets at end of year	2012-12-31	$768,355
Total plan assets at beginning of year	2012-12-31	$0
Total contributions received or receivable from participants	2012-12-31	$46,377
Contributions received from other sources (not participants or employers)	2012-12-31	$640,827
Other income received	2012-12-31	$62,513
Net income (gross income less expenses)	2012-12-31	$768,355
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$768,355
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$0
Total contributions received or receivable from employer(s)	2012-12-31	$21,866
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$3,228

Form 5500 Responses for SAKOWICH PLUMBING & HEATING 401(K) PROFIT SHARING PLAN

2016: SAKOWICH PLUMBING & HEATING 401(K) PROFIT SHARING PLAN 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	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 – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SAKOWICH PLUMBING & HEATING 401(K) 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: SAKOWICH PLUMBING & HEATING 401(K) 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: SAKOWICH PLUMBING & HEATING 401(K) 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: SAKOWICH PLUMBING & HEATING 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	First time form 5500 has been submitted	Yes
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

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Company Name:	SAKOWICH PLUMBING & HEATING
Employer identification number (EIN):	113416214
NAIC Classification:	238220
NAIC Description:	Plumbing, Heating, and Air-Conditioning Contractors