401k Plan data: D.J. HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN AND TRUST plan

D.J. HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	D.J. HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number	001

D.J. HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN AND TRUST Benefits

401k Plan Type

Defined 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.

401k Sponsoring company profile

D.J. HEATING & AIR CONDITIONING, INC. has sponsored the creation of one or more 401k plans.

Company Name: D.J. HEATING & AIR CONDITIONING, INC.

Employer identification number (EIN): 141547986

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan D.J. HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 LUDWIG BACH
001 2017-01-01 LUDWIG BACH
001 2016-01-01 LUDWIG BACH
001 2015-01-01 LUDWIG BACH
001 2014-01-01 LUDWIG BACH
001 2013-01-01 LUDWIG BACH
001 2012-01-01 LUDWIG BACH
001 2011-01-01 LUDWIG BACH
001 2009-01-01 LUDWIG BACH

Plan Statistics for D.J. HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for D.J. HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2023: D.J. HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year 2023-01-01 37
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 32
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 4
Total of all active and inactive participants 2023-01-01 36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 36
Number of participants with account balances 2023-01-01 36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: D.J. HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 36
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 4
Total of all active and inactive participants 2022-01-01 40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 40
Number of participants with account balances 2022-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: D.J. HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 31
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 4
Total of all active and inactive participants 2021-01-01 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 35
Number of participants with account balances 2021-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: D.J. HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 34
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 1
Total of all active and inactive participants 2020-01-01 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 35
Number of participants with account balances 2020-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: D.J. HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 35
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 35
Number of participants with account balances 2019-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: D.J. HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 30
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 30
Number of participants with account balances 2018-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: D.J. HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 26
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 5
Total of all active and inactive participants 2017-01-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 31
Number of participants with account balances 2017-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: D.J. HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 29
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 4
Total of all active and inactive participants 2016-01-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 33
Number of participants with account balances 2016-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: D.J. HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 28
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 4
Total of all active and inactive participants 2015-01-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 32
Number of participants with account balances 2015-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: D.J. HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 26
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 3
Total of all active and inactive participants 2014-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 29
Number of participants with account balances 2014-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: D.J. HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 26
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 3
Total of all active and inactive participants 2013-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 29
Number of participants with account balances 2013-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: D.J. HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 26
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 3
Total of all active and inactive participants 2012-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 29
Number of participants with account balances 2012-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: D.J. HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 19
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 3
Total of all active and inactive participants 2011-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 22
Number of participants with account balances 2011-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: D.J. HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 18
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 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 19
Number of participants with account balances 2009-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2023: D.J. HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year	2023-01-01	37
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	32
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	4
Total of all active and inactive participants	2023-01-01	36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	36
Number of participants with account balances	2023-01-01	36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: D.J. HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	36
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	4
Total of all active and inactive participants	2022-01-01	40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	40
Number of participants with account balances	2022-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: D.J. HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	31
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	4
Total of all active and inactive participants	2021-01-01	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	35
Number of participants with account balances	2021-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: D.J. HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	34
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	1
Total of all active and inactive participants	2020-01-01	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	35
Number of participants with account balances	2020-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: D.J. HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	35
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	35
Number of participants with account balances	2019-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: D.J. HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	30
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	30
Number of participants with account balances	2018-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: D.J. HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	26
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	5
Total of all active and inactive participants	2017-01-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	31
Number of participants with account balances	2017-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: D.J. HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	29
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	4
Total of all active and inactive participants	2016-01-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	33
Number of participants with account balances	2016-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: D.J. HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	28
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	4
Total of all active and inactive participants	2015-01-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	32
Number of participants with account balances	2015-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: D.J. HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	26
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	3
Total of all active and inactive participants	2014-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	29
Number of participants with account balances	2014-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: D.J. HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	26
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	3
Total of all active and inactive participants	2013-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	29
Number of participants with account balances	2013-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: D.J. HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	26
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	3
Total of all active and inactive participants	2012-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	29
Number of participants with account balances	2012-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: D.J. HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	19
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	3
Total of all active and inactive participants	2011-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	22
Number of participants with account balances	2011-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: D.J. HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	18
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	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	19
Number of participants with account balances	2009-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on D.J. HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2023 : D.J. HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2023 401k financial data
Total plan liabilities at end of year	2023-12-31	$8,629
Total plan liabilities at beginning of year	2023-12-31	$6,547
Total income from all sources	2023-12-31	$710,813
Total plan assets at end of year	2023-12-31	$2,853,053
Total plan assets at beginning of year	2023-12-31	$2,140,158
Value of fidelity bond covering the plan	2023-12-31	$300,000
Total contributions received or receivable from participants	2023-12-31	$181,454
Other income received	2023-12-31	$459,558
Net income (gross income less expenses)	2023-12-31	$710,813
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$2,844,424
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$2,133,611
Total contributions received or receivable from employer(s)	2023-12-31	$69,801
2022 : D.J. HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total plan liabilities at end of year	2022-12-31	$6,547
Total plan liabilities at beginning of year	2022-12-31	$2,673
Total income from all sources	2022-12-31	$-374,520
Expenses. Total of all expenses incurred	2022-12-31	$311,418
Benefits paid (including direct rollovers)	2022-12-31	$311,343
Total plan assets at end of year	2022-12-31	$2,140,158
Total plan assets at beginning of year	2022-12-31	$2,822,222
Value of fidelity bond covering the plan	2022-12-31	$300,000
Total contributions received or receivable from participants	2022-12-31	$181,520
Other income received	2022-12-31	$-624,674
Net income (gross income less expenses)	2022-12-31	$-685,938
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$2,133,611
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$2,819,549
Total contributions received or receivable from employer(s)	2022-12-31	$68,634
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$75
2021 : D.J. HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$2,673
Total plan liabilities at beginning of year	2021-12-31	$622
Total income from all sources	2021-12-31	$631,280
Expenses. Total of all expenses incurred	2021-12-31	$1,972,102
Benefits paid (including direct rollovers)	2021-12-31	$1,972,002
Total plan assets at end of year	2021-12-31	$2,822,222
Total plan assets at beginning of year	2021-12-31	$4,160,993
Value of fidelity bond covering the plan	2021-12-31	$300,000
Total contributions received or receivable from participants	2021-12-31	$170,424
Other income received	2021-12-31	$397,650
Net income (gross income less expenses)	2021-12-31	$-1,340,822
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$2,819,549
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$4,160,371
Total contributions received or receivable from employer(s)	2021-12-31	$63,206
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$100
2020 : D.J. HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$622
Total plan liabilities at beginning of year	2020-12-31	$1,190
Total income from all sources	2020-12-31	$838,156
Total plan assets at end of year	2020-12-31	$4,160,993
Total plan assets at beginning of year	2020-12-31	$3,323,405
Value of fidelity bond covering the plan	2020-12-31	$300,000
Total contributions received or receivable from participants	2020-12-31	$174,073
Other income received	2020-12-31	$596,806
Net income (gross income less expenses)	2020-12-31	$838,156
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$4,160,371
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$3,322,215
Total contributions received or receivable from employer(s)	2020-12-31	$67,277
2019 : D.J. HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$1,190
Total income from all sources	2019-12-31	$745,773
Expenses. Total of all expenses incurred	2019-12-31	$50
Total plan assets at end of year	2019-12-31	$3,323,405
Total plan assets at beginning of year	2019-12-31	$2,576,492
Value of fidelity bond covering the plan	2019-12-31	$300,000
Total contributions received or receivable from participants	2019-12-31	$165,927
Contributions received from other sources (not participants or employers)	2019-12-31	$14,891
Other income received	2019-12-31	$498,950
Net income (gross income less expenses)	2019-12-31	$745,723
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$3,322,215
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,576,492
Assets. Value of participant loans	2019-12-31	$110
Total contributions received or receivable from employer(s)	2019-12-31	$66,005
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$50
2018 : D.J. HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total income from all sources	2018-12-31	$74,708
Expenses. Total of all expenses incurred	2018-12-31	$212,393
Benefits paid (including direct rollovers)	2018-12-31	$212,218
Total plan assets at end of year	2018-12-31	$2,576,492
Total plan assets at beginning of year	2018-12-31	$2,714,177
Value of fidelity bond covering the plan	2018-12-31	$300,000
Total contributions received or receivable from participants	2018-12-31	$138,323
Other income received	2018-12-31	$-116,204
Net income (gross income less expenses)	2018-12-31	$-137,685
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,576,492
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,714,177
Assets. Value of participant loans	2018-12-31	$1,734
Total contributions received or receivable from employer(s)	2018-12-31	$52,589
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$175
2017 : D.J. HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total plan liabilities at beginning of year	2017-12-31	$914
Total income from all sources	2017-12-31	$533,938
Expenses. Total of all expenses incurred	2017-12-31	$148,005
Benefits paid (including direct rollovers)	2017-12-31	$147,855
Total plan assets at end of year	2017-12-31	$2,714,177
Total plan assets at beginning of year	2017-12-31	$2,329,158
Value of fidelity bond covering the plan	2017-12-31	$200,000
Total contributions received or receivable from participants	2017-12-31	$110,095
Other income received	2017-12-31	$373,663
Net income (gross income less expenses)	2017-12-31	$385,933
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,714,177
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,328,244
Assets. Value of participant loans	2017-12-31	$3,300
Total contributions received or receivable from employer(s)	2017-12-31	$50,180
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$150
2016 : D.J. HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$914
Total income from all sources	2016-12-31	$334,401
Expenses. Total of all expenses incurred	2016-12-31	$185
Total plan assets at end of year	2016-12-31	$2,329,158
Total plan assets at beginning of year	2016-12-31	$1,994,028
Value of fidelity bond covering the plan	2016-12-31	$200,000
Total contributions received or receivable from participants	2016-12-31	$109,830
Other income received	2016-12-31	$172,147
Net income (gross income less expenses)	2016-12-31	$334,216
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,328,244
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,994,028
Assets. Value of participant loans	2016-12-31	$4,753
Total contributions received or receivable from employer(s)	2016-12-31	$52,424
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$185
2015 : D.J. HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$148,875
Expenses. Total of all expenses incurred	2015-12-31	$100
Total plan assets at end of year	2015-12-31	$1,994,028
Total plan assets at beginning of year	2015-12-31	$1,845,253
Value of fidelity bond covering the plan	2015-12-31	$200,000
Total contributions received or receivable from participants	2015-12-31	$105,827
Other income received	2015-12-31	$-6,585
Net income (gross income less expenses)	2015-12-31	$148,775
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,994,028
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,845,253
Assets. Value of participant loans	2015-12-31	$7,292
Total contributions received or receivable from employer(s)	2015-12-31	$49,633
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$100
2014 : D.J. HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$263,482
Expenses. Total of all expenses incurred	2014-12-31	$100
Total plan assets at end of year	2014-12-31	$1,845,253
Total plan assets at beginning of year	2014-12-31	$1,581,871
Value of fidelity bond covering the plan	2014-12-31	$20,000
Total contributions received or receivable from participants	2014-12-31	$90,585
Other income received	2014-12-31	$133,031
Net income (gross income less expenses)	2014-12-31	$263,382
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,845,253
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,581,871
Assets. Value of participant loans	2014-12-31	$14,467
Total contributions received or receivable from employer(s)	2014-12-31	$39,866
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$100
2013 : D.J. HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total plan liabilities at beginning of year	2013-12-31	$24,835
Total income from all sources	2013-12-31	$403,239
Expenses. Total of all expenses incurred	2013-12-31	$100
Total plan assets at end of year	2013-12-31	$1,581,871
Total plan assets at beginning of year	2013-12-31	$1,203,567
Value of fidelity bond covering the plan	2013-12-31	$20,000
Total contributions received or receivable from participants	2013-12-31	$76,035
Other income received	2013-12-31	$291,892
Net income (gross income less expenses)	2013-12-31	$403,139
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,581,871
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,178,732
Assets. Value of participant loans	2013-12-31	$21,277
Total contributions received or receivable from employer(s)	2013-12-31	$35,312
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$100
2012 : D.J. HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$267,564
Total plan assets at end of year	2012-12-31	$1,203,566
Total plan assets at beginning of year	2012-12-31	$936,002
Value of fidelity bond covering the plan	2012-12-31	$20,000
Total contributions received or receivable from participants	2012-12-31	$67,780
Other income received	2012-12-31	$169,704
Net income (gross income less expenses)	2012-12-31	$267,564
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,203,566
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$936,002
Assets. Value of participant loans	2012-12-31	$27,725
Total contributions received or receivable from employer(s)	2012-12-31	$30,080
2011 : D.J. HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$60,639
Total plan assets at end of year	2011-12-31	$936,002
Total plan assets at beginning of year	2011-12-31	$875,363
Total contributions received or receivable from participants	2011-12-31	$63,338
Other income received	2011-12-31	$-29,458
Net income (gross income less expenses)	2011-12-31	$60,639
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$936,002
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$875,363
Total contributions received or receivable from employer(s)	2011-12-31	$26,759
2010 : D.J. HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$177,929
Total plan assets at end of year	2010-12-31	$875,363
Total plan assets at beginning of year	2010-12-31	$697,434
Value of fidelity bond covering the plan	2010-12-31	$20,000
Total contributions received or receivable from participants	2010-12-31	$59,863
Contributions received from other sources (not participants or employers)	2010-12-31	$999
Other income received	2010-12-31	$92,488
Net income (gross income less expenses)	2010-12-31	$177,929
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$875,363
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$697,434
Total contributions received or receivable from employer(s)	2010-12-31	$24,579

Form 5500 Responses for D.J. HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN AND TRUST

2023: D.J. HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: D.J. HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: D.J. HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: D.J. HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: D.J. HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: D.J. HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: D.J. HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: D.J. HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN AND 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	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: D.J. HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN AND 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: D.J. HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN AND 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: D.J. HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN AND 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: D.J. HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN AND 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: D.J. HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN AND 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
2009: D.J. HEATING & AIR CONDITIONING, INC. 401(K) PROFIT SHARING PLAN AND TRUST 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

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	D.J. HEATING & AIR CONDITIONING, INC.
Employer identification number (EIN):	141547986
NAIC Classification:	238220
NAIC Description:	Plumbing, Heating, and Air-Conditioning Contractors