401k Plan data: ELM HEATING & COOLING, INCORPORATED CASH BALANCE PENSION PLAN plan

ELM HEATING & COOLING, INCORPORATED CASH BALANCE PENSION PLAN 401k Plan overview

Plan Name	ELM HEATING & COOLING, INCORPORATED CASH BALANCE PENSION PLAN
Plan identification number	002

ELM HEATING & COOLING, INCORPORATED CASH BALANCE PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
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

ELM HEATING & COOLING, INCORPORATED has sponsored the creation of one or more 401k plans.

Company Name: ELM HEATING & COOLING, INCORPORATED

Employer identification number (EIN): 364021033

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ELM HEATING & COOLING, INCORPORATED CASH BALANCE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2017-05-01
002 2016-05-01 RANDALL DELLENBACH 2018-01-23
002 2015-05-01 RANDALL DELLENBACH 2017-01-25
002 2014-05-01 RANDALL DELLENBACH 2016-01-08
002 2013-05-01 RANDALL DELLENBACH 2015-02-04
002 2012-05-01 RANDALL DELLENBACH 2014-01-23
002 2011-05-01 RANDALL DELLENBACH 2013-02-11
002 2010-05-01 RANDALL DELLENBACH 2012-02-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2017-05-01
002	2016-05-01	RANDALL DELLENBACH	2018-01-23
002	2015-05-01	RANDALL DELLENBACH	2017-01-25
002	2014-05-01	RANDALL DELLENBACH	2016-01-08
002	2013-05-01	RANDALL DELLENBACH	2015-02-04
002	2012-05-01	RANDALL DELLENBACH	2014-01-23
002	2011-05-01	RANDALL DELLENBACH	2013-02-11
002	2010-05-01	RANDALL DELLENBACH	2012-02-15

Plan Statistics for ELM HEATING & COOLING, INCORPORATED CASH BALANCE PENSION PLAN

401k plan membership statisitcs for ELM HEATING & COOLING, INCORPORATED CASH BALANCE PENSION PLAN

Measure Date Value
2018: ELM HEATING & COOLING, INCORPORATED CASH BALANCE PENSION PLAN 2018 401k membership
Market value of plan assets 2018-04-30 1,949,352
Acturial value of plan assets 2018-04-30 1,949,352
Funding target for retired participants and beneficiaries receiving payment 2018-04-30 0
Number of terminated vested participants 2018-04-30 11
Fundng target for terminated vested participants 2018-04-30 13,100
Active participant vested funding target 2018-04-30 1,751,310
Number of active participants 2018-04-30 9
Total funding liabilities for active participants 2018-04-30 1,751,310
Total participant count 2018-04-30 20
Total funding target for all participants 2018-04-30 1,764,410
Balance at beginning of prior year after applicable adjustments 2018-04-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-04-30 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-04-30 0
Prefunding balanced used to offset prior years funding requirement 2018-04-30 0
Amount remaining of carryover balance 2018-04-30 0
Amount remaining of prefunding balance 2018-04-30 0
Present value of excess contributions 2018-04-30 130,578
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-04-30 130,578
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-04-30 0
Reductions in caryover balances due to elections or deemed elections 2018-04-30 0
Reductions in prefunding balances due to elections or deemed elections 2018-04-30 0
Balance of carryovers at beginning of current year 2018-04-30 0
Balance of prefunding at beginning of current year 2018-04-30 0
Total employer contributions 2018-04-30 0
Total employee contributions 2018-04-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-04-30 0
Contributions made to avoid restrictions adjusted to valuation date 2018-04-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-04-30 0
Unpaid minimum required contributions for all prior years 2018-04-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-04-30 0
Remaining amount of unpaid minimum required contributions 2018-04-30 0
Minimum required contributions for current year target normal cost 2018-04-30 57,852
Net shortfall amortization installment of oustanding balance 2018-04-30 0
Waiver amortization installment 2018-04-30 0
Total funding amount beforereflecting carryover/prefunding balances 2018-04-30 0
Carryover balance elected to use to offset funding requirement 2018-04-30 0
Prefunding balance elected to use to offset funding requirement 2018-04-30 0
Additional cash requirement 2018-04-30 0
Contributions allocatedtoward minimum required contributions for current year 2018-04-30 0
Unpaid minimum required contributions for current year 2018-04-30 0
Unpaid minimum required contributions for all years 2018-04-30 0
2017: ELM HEATING & COOLING, INCORPORATED CASH BALANCE PENSION PLAN 2017 401k membership
Market value of plan assets 2017-04-30 1,643,302
Acturial value of plan assets 2017-04-30 1,643,302
Funding target for retired participants and beneficiaries receiving payment 2017-04-30 0
Number of terminated vested participants 2017-04-30 11
Fundng target for terminated vested participants 2017-04-30 16,295
Active participant vested funding target 2017-04-30 1,456,191
Number of active participants 2017-04-30 8
Total funding liabilities for active participants 2017-04-30 1,456,191
Total participant count 2017-04-30 19
Total funding target for all participants 2017-04-30 1,472,486
Balance at beginning of prior year after applicable adjustments 2017-04-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-04-30 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-04-30 0
Prefunding balanced used to offset prior years funding requirement 2017-04-30 0
Amount remaining of carryover balance 2017-04-30 0
Amount remaining of prefunding balance 2017-04-30 0
Present value of excess contributions 2017-04-30 136,701
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-04-30 136,701
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-04-30 0
Reductions in caryover balances due to elections or deemed elections 2017-04-30 0
Reductions in prefunding balances due to elections or deemed elections 2017-04-30 0
Balance of carryovers at beginning of current year 2017-04-30 0
Balance of prefunding at beginning of current year 2017-04-30 0
Total employer contributions 2017-04-30 211,654
Total employee contributions 2017-04-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-04-30 0
Contributions made to avoid restrictions adjusted to valuation date 2017-04-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-04-30 204,969
Unpaid minimum required contributions for all prior years 2017-04-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-04-30 0
Remaining amount of unpaid minimum required contributions 2017-04-30 0
Minimum required contributions for current year target normal cost 2017-04-30 245,207
Net shortfall amortization installment of oustanding balance 2017-04-30 0
Waiver amortization installment 2017-04-30 0
Waived amount of outstanding balance 2017-04-30 0
Total funding amount beforereflecting carryover/prefunding balances 2017-04-30 74,391
Carryover balance elected to use to offset funding requirement 2017-04-30 0
Prefunding balance elected to use to offset funding requirement 2017-04-30 0
Additional cash requirement 2017-04-30 74,391
Contributions allocatedtoward minimum required contributions for current year 2017-04-30 204,969
Unpaid minimum required contributions for current year 2017-04-30 0
Unpaid minimum required contributions for all years 2017-04-30 0

Measure	Date	Value
2018: ELM HEATING & COOLING, INCORPORATED CASH BALANCE PENSION PLAN 2018 401k membership
Market value of plan assets	2018-04-30	1,949,352
Acturial value of plan assets	2018-04-30	1,949,352
Funding target for retired participants and beneficiaries receiving payment	2018-04-30	0
Number of terminated vested participants	2018-04-30	11
Fundng target for terminated vested participants	2018-04-30	13,100
Active participant vested funding target	2018-04-30	1,751,310
Number of active participants	2018-04-30	9
Total funding liabilities for active participants	2018-04-30	1,751,310
Total participant count	2018-04-30	20
Total funding target for all participants	2018-04-30	1,764,410
Balance at beginning of prior year after applicable adjustments	2018-04-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-04-30	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-04-30	0
Prefunding balanced used to offset prior years funding requirement	2018-04-30	0
Amount remaining of carryover balance	2018-04-30	0
Amount remaining of prefunding balance	2018-04-30	0
Present value of excess contributions	2018-04-30	130,578
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-04-30	130,578
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-04-30	0
Reductions in caryover balances due to elections or deemed elections	2018-04-30	0
Reductions in prefunding balances due to elections or deemed elections	2018-04-30	0
Balance of carryovers at beginning of current year	2018-04-30	0
Balance of prefunding at beginning of current year	2018-04-30	0
Total employer contributions	2018-04-30	0
Total employee contributions	2018-04-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-04-30	0
Contributions made to avoid restrictions adjusted to valuation date	2018-04-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-04-30	0
Unpaid minimum required contributions for all prior years	2018-04-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-04-30	0
Remaining amount of unpaid minimum required contributions	2018-04-30	0
Minimum required contributions for current year target normal cost	2018-04-30	57,852
Net shortfall amortization installment of oustanding balance	2018-04-30	0
Waiver amortization installment	2018-04-30	0
Total funding amount beforereflecting carryover/prefunding balances	2018-04-30	0
Carryover balance elected to use to offset funding requirement	2018-04-30	0
Prefunding balance elected to use to offset funding requirement	2018-04-30	0
Additional cash requirement	2018-04-30	0
Contributions allocatedtoward minimum required contributions for current year	2018-04-30	0
Unpaid minimum required contributions for current year	2018-04-30	0
Unpaid minimum required contributions for all years	2018-04-30	0
2017: ELM HEATING & COOLING, INCORPORATED CASH BALANCE PENSION PLAN 2017 401k membership
Market value of plan assets	2017-04-30	1,643,302
Acturial value of plan assets	2017-04-30	1,643,302
Funding target for retired participants and beneficiaries receiving payment	2017-04-30	0
Number of terminated vested participants	2017-04-30	11
Fundng target for terminated vested participants	2017-04-30	16,295
Active participant vested funding target	2017-04-30	1,456,191
Number of active participants	2017-04-30	8
Total funding liabilities for active participants	2017-04-30	1,456,191
Total participant count	2017-04-30	19
Total funding target for all participants	2017-04-30	1,472,486
Balance at beginning of prior year after applicable adjustments	2017-04-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-04-30	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-04-30	0
Prefunding balanced used to offset prior years funding requirement	2017-04-30	0
Amount remaining of carryover balance	2017-04-30	0
Amount remaining of prefunding balance	2017-04-30	0
Present value of excess contributions	2017-04-30	136,701
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-04-30	136,701
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-04-30	0
Reductions in caryover balances due to elections or deemed elections	2017-04-30	0
Reductions in prefunding balances due to elections or deemed elections	2017-04-30	0
Balance of carryovers at beginning of current year	2017-04-30	0
Balance of prefunding at beginning of current year	2017-04-30	0
Total employer contributions	2017-04-30	211,654
Total employee contributions	2017-04-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-04-30	0
Contributions made to avoid restrictions adjusted to valuation date	2017-04-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-04-30	204,969
Unpaid minimum required contributions for all prior years	2017-04-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-04-30	0
Remaining amount of unpaid minimum required contributions	2017-04-30	0
Minimum required contributions for current year target normal cost	2017-04-30	245,207
Net shortfall amortization installment of oustanding balance	2017-04-30	0
Waiver amortization installment	2017-04-30	0
Waived amount of outstanding balance	2017-04-30	0
Total funding amount beforereflecting carryover/prefunding balances	2017-04-30	74,391
Carryover balance elected to use to offset funding requirement	2017-04-30	0
Prefunding balance elected to use to offset funding requirement	2017-04-30	0
Additional cash requirement	2017-04-30	74,391
Contributions allocatedtoward minimum required contributions for current year	2017-04-30	204,969
Unpaid minimum required contributions for current year	2017-04-30	0
Unpaid minimum required contributions for all years	2017-04-30	0

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Company Name:	ELM HEATING & COOLING, INCORPORATED
Employer identification number (EIN):	364021033
NAIC Classification:	238220
NAIC Description:	Plumbing, Heating, and Air-Conditioning Contractors