401k Plan data: HARRIS ACQUISITION III, LLC DBA SUPERIOR AIR HANDLING CORP. 401K PROFIT SHARING PLAN plan

HARRIS ACQUISITION III, LLC DBA SUPERIOR AIR HANDLING CORP. 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	HARRIS ACQUISITION III, LLC DBA SUPERIOR AIR HANDLING CORP. 401K PROFIT SHARING PLAN
Plan identification number	001

HARRIS ACQUISITION III, LLC DBA SUPERIOR AIR HANDLING CORP. 401K PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

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

Company Name: ONEHARRIS, INC.

Employer identification number (EIN): 262555561

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HARRIS ACQUISITION III, LLC DBA SUPERIOR AIR HANDLING CORP. 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2018-01-01
001 2009-01-01

Plan Statistics for HARRIS ACQUISITION III, LLC DBA SUPERIOR AIR HANDLING CORP. 401K PROFIT SHARING PLAN

401k plan membership statisitcs for HARRIS ACQUISITION III, LLC DBA SUPERIOR AIR HANDLING CORP. 401K PROFIT SHARING PLAN

Measure Date Value
2022: HARRIS ACQUISITION III, LLC DBA SUPERIOR AIR HANDLING CORP. 401K PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 825
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 694
Number of retired or separated participants receiving benefits 2022-01-01 4
Number of other retired or separated participants entitled to future benefits 2022-01-01 218
Total of all active and inactive participants 2022-01-01 916
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 2
Total participants 2022-01-01 918
Number of participants with account balances 2022-01-01 908
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 62
2021: HARRIS ACQUISITION III, LLC DBA SUPERIOR AIR HANDLING CORP. 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 627
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 599
Number of retired or separated participants receiving benefits 2021-01-01 3
Number of other retired or separated participants entitled to future benefits 2021-01-01 211
Total of all active and inactive participants 2021-01-01 813
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 814
Number of participants with account balances 2021-01-01 804
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 56
2020: HARRIS ACQUISITION III, LLC DBA SUPERIOR AIR HANDLING CORP. 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 570
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 475
Number of retired or separated participants receiving benefits 2020-01-01 2
Number of other retired or separated participants entitled to future benefits 2020-01-01 134
Total of all active and inactive participants 2020-01-01 611
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 612
Number of participants with account balances 2020-01-01 612
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 63
2019: HARRIS ACQUISITION III, LLC DBA SUPERIOR AIR HANDLING CORP. 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 499
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 441
Number of retired or separated participants receiving benefits 2019-01-01 4
Number of other retired or separated participants entitled to future benefits 2019-01-01 109
Total of all active and inactive participants 2019-01-01 554
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 2
Total participants 2019-01-01 556
Number of participants with account balances 2019-01-01 549
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 43
2018: HARRIS ACQUISITION III, LLC DBA SUPERIOR AIR HANDLING CORP. 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 493
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 389
Number of retired or separated participants receiving benefits 2018-01-01 3
Number of other retired or separated participants entitled to future benefits 2018-01-01 93
Total of all active and inactive participants 2018-01-01 485
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 2
Total participants 2018-01-01 487
Number of participants with account balances 2018-01-01 481
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 43

Measure	Date	Value
2022: HARRIS ACQUISITION III, LLC DBA SUPERIOR AIR HANDLING CORP. 401K PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	825
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	694
Number of retired or separated participants receiving benefits	2022-01-01	4
Number of other retired or separated participants entitled to future benefits	2022-01-01	218
Total of all active and inactive participants	2022-01-01	916
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	2
Total participants	2022-01-01	918
Number of participants with account balances	2022-01-01	908
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	62
2021: HARRIS ACQUISITION III, LLC DBA SUPERIOR AIR HANDLING CORP. 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	627
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	599
Number of retired or separated participants receiving benefits	2021-01-01	3
Number of other retired or separated participants entitled to future benefits	2021-01-01	211
Total of all active and inactive participants	2021-01-01	813
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	814
Number of participants with account balances	2021-01-01	804
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	56
2020: HARRIS ACQUISITION III, LLC DBA SUPERIOR AIR HANDLING CORP. 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	570
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	475
Number of retired or separated participants receiving benefits	2020-01-01	2
Number of other retired or separated participants entitled to future benefits	2020-01-01	134
Total of all active and inactive participants	2020-01-01	611
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	612
Number of participants with account balances	2020-01-01	612
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	63
2019: HARRIS ACQUISITION III, LLC DBA SUPERIOR AIR HANDLING CORP. 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	499
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	441
Number of retired or separated participants receiving benefits	2019-01-01	4
Number of other retired or separated participants entitled to future benefits	2019-01-01	109
Total of all active and inactive participants	2019-01-01	554
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	2
Total participants	2019-01-01	556
Number of participants with account balances	2019-01-01	549
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	43
2018: HARRIS ACQUISITION III, LLC DBA SUPERIOR AIR HANDLING CORP. 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	493
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	389
Number of retired or separated participants receiving benefits	2018-01-01	3
Number of other retired or separated participants entitled to future benefits	2018-01-01	93
Total of all active and inactive participants	2018-01-01	485
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	2
Total participants	2018-01-01	487
Number of participants with account balances	2018-01-01	481
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	43

Financial Data on HARRIS ACQUISITION III, LLC DBA SUPERIOR AIR HANDLING CORP. 401K PROFIT SHARING PLAN

Measure	Date	Value
2022 : HARRIS ACQUISITION III, LLC DBA SUPERIOR AIR HANDLING CORP. 401K PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-3,605,829
Total of all expenses incurred	2022-12-31	$5,203,846
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$5,120,239
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$8,651,294
Value of total assets at end of year	2022-12-31	$61,515,102
Value of total assets at beginning of year	2022-12-31	$70,324,777
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$83,607
Total interest from all sources	2022-12-31	$33,741
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$1,105,953
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$1,105,953
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$4,836,699
Participant contributions at end of year	2022-12-31	$823,254
Participant contributions at beginning of year	2022-12-31	$671,123
Participant contributions at end of year	2022-12-31	$180,568
Participant contributions at beginning of year	2022-12-31	$169,869
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$1,284,697
Administrative expenses (other) incurred	2022-12-31	$83,607
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-8,809,675
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$61,515,102
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$70,324,777
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$57,850,963
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$67,297,716
Interest on participant loans	2022-12-31	$33,509
Value of interest in common/collective trusts at end of year	2022-12-31	$2,266,226
Value of interest in common/collective trusts at beginning of year	2022-12-31	$1,761,007
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$79,444
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$94,475
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$94,475
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$232
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-13,424,806
Net investment gain or loss from common/collective trusts	2022-12-31	$27,989
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$2,529,898
Employer contributions (assets) at end of year	2022-12-31	$314,647
Employer contributions (assets) at beginning of year	2022-12-31	$330,587
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$5,120,239
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	No
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	BAKER TILLY US, LLP
Accountancy firm EIN	2022-12-31	390859910
2021 : HARRIS ACQUISITION III, LLC DBA SUPERIOR AIR HANDLING CORP. 401K PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$16,798,584
Total of all expenses incurred	2021-12-31	$9,723,434
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$9,533,589
Value of total corrective distributions	2021-12-31	$72,555
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$6,771,107
Value of total assets at end of year	2021-12-31	$70,324,777
Value of total assets at beginning of year	2021-12-31	$63,249,627
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$117,290
Total interest from all sources	2021-12-31	$31,307
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,248,682
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$1,248,682
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$4,184,265
Participant contributions at end of year	2021-12-31	$671,123
Participant contributions at beginning of year	2021-12-31	$592,411
Participant contributions at end of year	2021-12-31	$169,869
Participant contributions at beginning of year	2021-12-31	$149,828
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$501,969
Administrative expenses (other) incurred	2021-12-31	$117,290
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$7,075,150
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$70,324,777
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$63,249,627
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$67,297,716
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$59,413,504
Interest on participant loans	2021-12-31	$31,307
Value of interest in common/collective trusts at end of year	2021-12-31	$1,761,007
Value of interest in common/collective trusts at beginning of year	2021-12-31	$2,052,041
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$94,475
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$47,168
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$47,168
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$8,723,105
Net investment gain or loss from common/collective trusts	2021-12-31	$24,383
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$2,084,873
Employer contributions (assets) at end of year	2021-12-31	$330,587
Employer contributions (assets) at beginning of year	2021-12-31	$994,675
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$9,533,589
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	No
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	BAKER TILLY US, LLP
Accountancy firm EIN	2021-12-31	390859910
2020 : HARRIS ACQUISITION III, LLC DBA SUPERIOR AIR HANDLING CORP. 401K PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$14,445,910
Total of all expenses incurred	2020-12-31	$3,523,675
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$3,430,694
Expenses. Certain deemed distributions of participant loans	2020-12-31	$331
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$6,599,097
Value of total assets at end of year	2020-12-31	$63,249,627
Value of total assets at beginning of year	2020-12-31	$52,327,392
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$92,650
Total interest from all sources	2020-12-31	$34,752
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$862,394
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$862,394
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$3,499,894
Participant contributions at end of year	2020-12-31	$592,411
Participant contributions at beginning of year	2020-12-31	$652,617
Participant contributions at end of year	2020-12-31	$149,828
Participant contributions at beginning of year	2020-12-31	$89,480
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$1,340,125
Administrative expenses (other) incurred	2020-12-31	$92,650
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$10,922,235
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$63,249,627
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$52,327,392
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$59,413,504
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$49,629,029
Interest on participant loans	2020-12-31	$34,610
Value of interest in common/collective trusts at end of year	2020-12-31	$2,052,041
Value of interest in common/collective trusts at beginning of year	2020-12-31	$1,778,279
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$47,168
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$134,646
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$134,646
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$142
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$6,913,039
Net investment gain or loss from common/collective trusts	2020-12-31	$36,628
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$1,759,078
Employer contributions (assets) at end of year	2020-12-31	$994,675
Employer contributions (assets) at beginning of year	2020-12-31	$43,341
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$3,430,694
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	No
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	BAKER TILLY US, LLP
Accountancy firm EIN	2020-12-31	390859910
2019 : HARRIS ACQUISITION III, LLC DBA SUPERIOR AIR HANDLING CORP. 401K PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$14,477,888
Total income from all sources (including contributions)	2019-12-31	$14,477,888
Total of all expenses incurred	2019-12-31	$2,251,227
Total of all expenses incurred	2019-12-31	$2,251,227
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$2,158,506
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$2,158,506
Expenses. Certain deemed distributions of participant loans	2019-12-31	$1,407
Expenses. Certain deemed distributions of participant loans	2019-12-31	$1,407
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$4,838,480
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$4,838,480
Value of total assets at end of year	2019-12-31	$52,327,392
Value of total assets at end of year	2019-12-31	$52,327,392
Value of total assets at beginning of year	2019-12-31	$40,100,731
Value of total assets at beginning of year	2019-12-31	$40,100,731
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$91,314
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$91,314
Total interest from all sources	2019-12-31	$34,035
Total interest from all sources	2019-12-31	$34,035
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$943,673
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$943,673
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$943,673
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$943,673
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$3,061,684
Contributions received from participants	2019-12-31	$3,061,684
Participant contributions at end of year	2019-12-31	$652,617
Participant contributions at end of year	2019-12-31	$652,617
Participant contributions at beginning of year	2019-12-31	$654,176
Participant contributions at beginning of year	2019-12-31	$654,176
Participant contributions at end of year	2019-12-31	$89,480
Participant contributions at end of year	2019-12-31	$89,480
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$342,813
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$342,813
Administrative expenses (other) incurred	2019-12-31	$82,725
Administrative expenses (other) incurred	2019-12-31	$82,725
Total non interest bearing cash at end of year	2019-12-31	$0
Total non interest bearing cash at end of year	2019-12-31	$0
Total non interest bearing cash at beginning of year	2019-12-31	$6,411
Total non interest bearing cash at beginning of year	2019-12-31	$6,411
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$12,226,661
Value of net income/loss	2019-12-31	$12,226,661
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$52,327,392
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$52,327,392
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$40,100,731
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$40,100,731
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$8,589
Investment advisory and management fees	2019-12-31	$8,589
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$49,629,029
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$49,629,029
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$37,966,690
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$37,966,690
Interest on participant loans	2019-12-31	$33,425
Interest on participant loans	2019-12-31	$33,425
Value of interest in common/collective trusts at end of year	2019-12-31	$1,778,279
Value of interest in common/collective trusts at end of year	2019-12-31	$1,778,279
Value of interest in common/collective trusts at beginning of year	2019-12-31	$1,403,545
Value of interest in common/collective trusts at beginning of year	2019-12-31	$1,403,545
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$134,646
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$134,646
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$69,909
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$69,909
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$69,909
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$69,909
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$610
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$610
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$8,625,592
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$8,625,592
Net investment gain or loss from common/collective trusts	2019-12-31	$36,108
Net investment gain or loss from common/collective trusts	2019-12-31	$36,108
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$1,433,983
Contributions received in cash from employer	2019-12-31	$1,433,983
Employer contributions (assets) at end of year	2019-12-31	$43,341
Employer contributions (assets) at end of year	2019-12-31	$43,341
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$2,158,506
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$2,158,506
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BAKER TILLY US, LLP
Accountancy firm name	2019-12-31	BAKER TILLY US, LLP
Accountancy firm EIN	2019-12-31	390859910
Accountancy firm EIN	2019-12-31	390859910
2018 : HARRIS ACQUISITION III, LLC DBA SUPERIOR AIR HANDLING CORP. 401K PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$2,338,441
Total of all expenses incurred	2018-12-31	$3,702,813
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$3,533,607
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$5,354,309
Value of total assets at end of year	2018-12-31	$40,100,731
Value of total assets at beginning of year	2018-12-31	$41,465,103
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$169,206
Total interest from all sources	2018-12-31	$26,426
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$841,256
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$841,256
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$2,644,087
Participant contributions at end of year	2018-12-31	$654,176
Participant contributions at beginning of year	2018-12-31	$560,283
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$341,660
Administrative expenses (other) incurred	2018-12-31	$108,974
Total non interest bearing cash at end of year	2018-12-31	$6,411
Total non interest bearing cash at beginning of year	2018-12-31	$26,352
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-1,364,372
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$40,100,731
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$41,465,103
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$60,232
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$37,966,690
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$38,651,984
Interest on participant loans	2018-12-31	$26,248
Value of interest in common/collective trusts at end of year	2018-12-31	$1,403,545
Value of interest in common/collective trusts at beginning of year	2018-12-31	$2,111,193
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$69,909
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$115,291
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$115,291
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$178
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-3,917,014
Net investment gain or loss from common/collective trusts	2018-12-31	$33,464
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$2,368,562
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$3,533,607
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN	2018-12-31	390859910

Form 5500 Responses for HARRIS ACQUISITION III, LLC DBA SUPERIOR AIR HANDLING CORP. 401K PROFIT SHARING PLAN

2022: HARRIS ACQUISITION III, LLC DBA SUPERIOR AIR HANDLING CORP. 401K PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: HARRIS ACQUISITION III, LLC DBA SUPERIOR AIR HANDLING CORP. 401K PROFIT SHARING PLAN 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: HARRIS ACQUISITION III, LLC DBA SUPERIOR AIR HANDLING CORP. 401K PROFIT SHARING PLAN 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: HARRIS ACQUISITION III, LLC DBA SUPERIOR AIR HANDLING CORP. 401K PROFIT SHARING PLAN 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: HARRIS ACQUISITION III, LLC DBA SUPERIOR AIR HANDLING CORP. 401K PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2009: HARRIS ACQUISITION III, LLC DBA SUPERIOR AIR HANDLING CORP. 401K PROFIT SHARING PLAN 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	Yes
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2009-01-01	Plan is a collectively bargained plan	No

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Company Name:	ONEHARRIS, INC.
Employer identification number (EIN):	262555561
NAIC Classification:	238220
NAIC Description:	Plumbing, Heating, and Air-Conditioning Contractors