Plan Name | CANTON REGIONAL CHAMBER HEALTH FUND |
Plan identification number | 501 |
401k Plan Type | Welfare Benefit |
Plan Features/Benefits |
|
Company Name: | PETERMAN PLUMBING & HEATING INC. |
Employer identification number (EIN): | 341236285 |
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 |
---|---|---|---|---|---|
501 | 2020-01-01 | DOUG PETERMAN, SR. | 2021-07-19 | ||
501 | 2019-01-01 | DOUG PETERMAN, SR. | 2020-07-07 |
Measure | Date | Value |
---|---|---|
2020: CANTON REGIONAL CHAMBER HEALTH FUND 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 0 |
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 | 0 |
Total of all active and inactive participants | 2020-01-01 | 0 |
2019: CANTON REGIONAL CHAMBER HEALTH FUND 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 7 |
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 | 7 |
Measure | Date | Value |
---|---|---|
2020 : CANTON REGIONAL CHAMBER HEALTH FUND 2020 401k financial data | ||
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $3,119 |
Total income from all sources | 2020-12-31 | $34,652 |
Expenses. Total of all expenses incurred | 2020-12-31 | $36,539 |
Benefits paid (including direct rollovers) | 2020-12-31 | $302 |
Total plan assets at end of year | 2020-12-31 | $0 |
Total plan assets at beginning of year | 2020-12-31 | $5,006 |
Value of fidelity bond covering the plan | 2020-12-31 | $1,000 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $4,753 |
Net income (gross income less expenses) | 2020-12-31 | $-1,887 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,887 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $34,652 |
Value of corrective distributions | 2020-12-31 | $31,484 |
2019 : CANTON REGIONAL CHAMBER HEALTH FUND 2019 401k financial data | ||
Total plan liabilities at end of year | 2019-12-31 | $3,119 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $33,241 |
Expenses. Total of all expenses incurred | 2019-12-31 | $31,354 |
Benefits paid (including direct rollovers) | 2019-12-31 | $7,670 |
Total plan assets at end of year | 2019-12-31 | $5,006 |
Total plan assets at beginning of year | 2019-12-31 | $0 |
Value of fidelity bond covering the plan | 2019-12-31 | $1,000 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $37 |
Net income (gross income less expenses) | 2019-12-31 | $1,887 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,887 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $33,241 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $23,647 |
2020: CANTON REGIONAL CHAMBER HEALTH FUND 2020 form 5500 responses | ||
---|---|---|
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | Yes |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Insurance | Yes |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement – Insurance | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: CANTON REGIONAL CHAMBER HEALTH FUND 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | First time form 5500 has been submitted | Yes |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Insurance | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement – Insurance | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
MCKINLEY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 77216 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | HF1405 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||
| |||||||||||||||||||||||||||||||||||||||||||||||||||||||
MCKINLEY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 77216 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | HF1405 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||
|