401k Plan data: MARTZ PLUMBING & HEATING INC plan

MARTZ PLUMBING & HEATING INC 401k Plan overview

Plan Name	MARTZ PLUMBING & HEATING INC
Plan identification number	001

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

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

Company Name: MARTZ PLUMBING & HEATING INC

Employer identification number (EIN): 232228418

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARTZ PLUMBING & HEATING INC

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
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 CHRIS R. FARRINGTON 2015-03-17
001 2014-01-01 CHRIS R. FARRINGTON 2016-02-02
001 2013-01-01 BRUCE E. MOUER
001 2012-01-01 BRUCE MOUER BRUCE MOUER 2013-06-03
001 2011-01-01 BRUCE MOUER BRUCE MOUER 2012-03-26
001 2009-01-01 BRUCE MOUER BRUCE MOUER 2010-07-15

Plan Statistics for MARTZ PLUMBING & HEATING INC

401k plan membership statisitcs for MARTZ PLUMBING & HEATING INC

Measure Date Value
2013: MARTZ PLUMBING & HEATING INC 2013 401k membership
Total participants, beginning-of-year 2013-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 14
Number of other retired or separated participants entitled to future benefits 2013-01-01 9
Total of all active and inactive participants 2013-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 23
Number of participants with account balances 2013-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: MARTZ PLUMBING & HEATING INC 2012 401k membership
Total participants, beginning-of-year 2012-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 15
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 12
Total of all active and inactive participants 2012-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 27
Number of participants with account balances 2012-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: MARTZ PLUMBING & HEATING INC 2011 401k membership
Total participants, beginning-of-year 2011-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 17
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 11
Total of all active and inactive participants 2011-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 28
Number of participants with account balances 2011-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: MARTZ PLUMBING & HEATING INC 2009 401k membership
Total participants, beginning-of-year 2009-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 19
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 9
Total of all active and inactive participants 2009-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 28
Number of participants with account balances 2009-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2013: MARTZ PLUMBING & HEATING INC 2013 401k membership
Total participants, beginning-of-year	2013-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	14
Number of other retired or separated participants entitled to future benefits	2013-01-01	9
Total of all active and inactive participants	2013-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	23
Number of participants with account balances	2013-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: MARTZ PLUMBING & HEATING INC 2012 401k membership
Total participants, beginning-of-year	2012-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	15
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	12
Total of all active and inactive participants	2012-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	27
Number of participants with account balances	2012-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: MARTZ PLUMBING & HEATING INC 2011 401k membership
Total participants, beginning-of-year	2011-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	17
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	11
Total of all active and inactive participants	2011-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	28
Number of participants with account balances	2011-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: MARTZ PLUMBING & HEATING INC 2009 401k membership
Total participants, beginning-of-year	2009-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	19
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	9
Total of all active and inactive participants	2009-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	28
Number of participants with account balances	2009-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on MARTZ PLUMBING & HEATING INC

Measure	Date	Value
2013 : MARTZ PLUMBING & HEATING INC 2013 401k financial data
Total income from all sources	2013-12-31	$805,997
Expenses. Total of all expenses incurred	2013-12-31	$328,226
Benefits paid (including direct rollovers)	2013-12-31	$311,324
Total plan assets at end of year	2013-12-31	$3,589,485
Total plan assets at beginning of year	2013-12-31	$3,111,714
Value of fidelity bond covering the plan	2013-12-31	$311,000
Total contributions received or receivable from participants	2013-12-31	$54,740
Other income received	2013-12-31	$632,569
Net income (gross income less expenses)	2013-12-31	$477,771
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,589,485
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,111,714
Total contributions received or receivable from employer(s)	2013-12-31	$118,688
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$16,902
2012 : MARTZ PLUMBING & HEATING INC 2012 401k financial data
Total income from all sources	2012-12-31	$591,329
Expenses. Total of all expenses incurred	2012-12-31	$289,635
Benefits paid (including direct rollovers)	2012-12-31	$273,048
Total plan assets at end of year	2012-12-31	$3,111,714
Total plan assets at beginning of year	2012-12-31	$2,810,020
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$61,031
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$412,633
Net income (gross income less expenses)	2012-12-31	$301,694
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,111,714
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,810,020
Total contributions received or receivable from employer(s)	2012-12-31	$117,665
Value of certain deemed distributions of participant loans	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$16,587
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : MARTZ PLUMBING & HEATING INC 2011 401k financial data
Total income from all sources	2011-12-31	$75,439
Expenses. Total of all expenses incurred	2011-12-31	$175,941
Benefits paid (including direct rollovers)	2011-12-31	$168,859
Total plan assets at end of year	2011-12-31	$2,810,020
Total plan assets at beginning of year	2011-12-31	$2,910,522
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$63,921
Other income received	2011-12-31	$-107,482
Net income (gross income less expenses)	2011-12-31	$-100,502
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,810,020
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,910,522
Assets. Value of real-estate (other than employer real property)	2011-12-31	$13,768
Total contributions received or receivable from employer(s)	2011-12-31	$119,000
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$7,082
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : MARTZ PLUMBING & HEATING INC 2010 401k financial data
Total income from all sources	2010-12-31	$540,287
Expenses. Total of all expenses incurred	2010-12-31	$35,076
Benefits paid (including direct rollovers)	2010-12-31	$32,951
Total plan assets at end of year	2010-12-31	$2,910,522
Total plan assets at beginning of year	2010-12-31	$2,405,311
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$59,805
Other income received	2010-12-31	$361,778
Net income (gross income less expenses)	2010-12-31	$505,211
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,910,522
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,405,311
Assets. Value of real-estate (other than employer real property)	2010-12-31	$15,821
Total contributions received or receivable from employer(s)	2010-12-31	$118,704
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$2,125
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : MARTZ PLUMBING & HEATING INC 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for MARTZ PLUMBING & HEATING INC

2013: MARTZ PLUMBING & HEATING INC 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: MARTZ PLUMBING & HEATING INC 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: MARTZ PLUMBING & HEATING INC 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 – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: MARTZ PLUMBING & HEATING INC 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 – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PHR911

Policy instance

Insurance contract or identification number	PHR911
Number of Individuals Covered	28
Insurance policy start date	2011-01-01
Insurance policy end date	2011-10-05
Total amount of commissions paid to insurance broker	USD $9,639
Total amount of fees paid to insurance company	USD $1,425
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PHR911

Policy instance

Insurance contract or identification number	PHR911
Number of Individuals Covered	27
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $9,668
Total amount of fees paid to insurance company	USD $1,844
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $9,668
Insurance broker organization code?	3
Amount paid for insurance broker fees	1844
Additional information about fees paid to insurance broker	TPA SERVICES
Insurance broker name	LEONARD J FERRARA COMPANY

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See full terms and conditions

Company Name:	MARTZ PLUMBING & HEATING INC
Employer identification number (EIN):	232228418
NAIC Classification:	238220
NAIC Description:	Plumbing, Heating, and Air-Conditioning Contractors

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
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	CHRIS R. FARRINGTON	2015-03-17
001	2014-01-01	CHRIS R. FARRINGTON	2016-02-02
001	2013-01-01	BRUCE E. MOUER
001	2012-01-01	BRUCE MOUER		BRUCE MOUER	2013-06-03
001	2011-01-01	BRUCE MOUER		BRUCE MOUER	2012-03-26
001	2009-01-01	BRUCE MOUER		BRUCE MOUER	2010-07-15