STRATZ HEATING & COOLING, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan STRATZ HEATING & COOLING, INC. 401(K) PLAN
401k plan membership statisitcs for STRATZ HEATING & COOLING, INC. 401(K) PLAN
| Measure | Date | Value |
|---|
| 2012: STRATZ HEATING & COOLING, INC. 401(K) PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 9 |
| 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 | 0 |
| Total of all active and inactive participants | 2012-01-01 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 9 |
| Number of participants with account balances | 2012-01-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: STRATZ HEATING & COOLING, INC. 401(K) PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 9 |
| 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 | 0 |
| Total of all active and inactive participants | 2011-01-01 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 9 |
| Number of participants with account balances | 2011-01-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2009: STRATZ HEATING & COOLING, INC. 401(K) PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 9 |
| 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 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 9 |
| Number of participants with account balances | 2009-01-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2012 : STRATZ HEATING & COOLING, INC. 401(K) PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $47,307 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $5,022 |
| Total plan assets at end of year | 2012-12-31 | $259,471 |
| Total plan assets at beginning of year | 2012-12-31 | $217,186 |
| Value of fidelity bond covering the plan | 2012-12-31 | $25,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $15,624 |
| Other income received | 2012-12-31 | $28,543 |
| Net income (gross income less expenses) | 2012-12-31 | $42,285 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $259,471 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $217,186 |
| Assets. Value of participant loans | 2012-12-31 | $4,377 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $3,140 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $5,022 |
| 2011 : STRATZ HEATING & COOLING, INC. 401(K) PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $6,607 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $2,843 |
| Total plan assets at end of year | 2011-12-31 | $217,186 |
| Total plan assets at beginning of year | 2011-12-31 | $213,422 |
| Value of fidelity bond covering the plan | 2011-12-31 | $25,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $16,573 |
| Other income received | 2011-12-31 | $-13,223 |
| Net income (gross income less expenses) | 2011-12-31 | $3,764 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $217,186 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $213,422 |
| Assets. Value of participant loans | 2011-12-31 | $5,913 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $3,257 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $2,843 |
| 2010 : STRATZ HEATING & COOLING, INC. 401(K) PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $42,715 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $2,474 |
| Total plan assets at end of year | 2010-12-31 | $213,422 |
| Total plan assets at beginning of year | 2010-12-31 | $173,181 |
| Value of fidelity bond covering the plan | 2010-12-31 | $25,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $16,360 |
| Other income received | 2010-12-31 | $23,111 |
| Net income (gross income less expenses) | 2010-12-31 | $40,241 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $213,422 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $173,181 |
| Assets. Value of participant loans | 2010-12-31 | $72,430 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $3,244 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $2,474 |
| 2012: STRATZ HEATING & COOLING, INC. 401(K) PLAN 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 – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: STRATZ HEATING & COOLING, INC. 401(K) PLAN 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: STRATZ HEATING & COOLING, INC. 401(K) 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 | 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 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | GP63262 |
| Policy instance | 1 |
| Insurance contract or identification number | GP63262 | | Number of Individuals Covered | 9 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $578 | | Total amount of fees paid to insurance company | USD $170 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Commission paid to Insurance Broker | USD $289 | | Amount paid for insurance broker fees | 85 | | Additional information about fees paid to insurance broker | NON-MONETARY COMPENSATION TO SALES REP AND MARKETING ALLOWANCE | | Insurance broker organization code? | 4 | | Insurance broker name | CAMBRIDGE INVESTMENT RESEARCH |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | GP63262 |
| Policy instance | 1 |
| Insurance contract or identification number | GP63262 | | Number of Individuals Covered | 9 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $527 | | Total amount of fees paid to insurance company | USD $175 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | GP63262 |
| Policy instance | 1 |
| Insurance contract or identification number | GP63262 | | Number of Individuals Covered | 9 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $448 | | Total amount of fees paid to insurance company | USD $132 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Commission paid to Insurance Broker | USD $224 | | Amount paid for insurance broker fees | 66 | | Additional information about fees paid to insurance broker | MARKETING ALLOWANCE AND NON-MONETARY COMPENSATION | | Insurance broker organization code? | 4 | | Insurance broker name | MML INVESTORS SERVICES, INC. |
|
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