401k Plan data: TRI-STATE MECHANICAL EMPLOYEE SAVINGS AND RETIREMENT PLAN plan

TRI-STATE MECHANICAL EMPLOYEE SAVINGS AND RETIREMENT PLAN 401k Plan overview

Plan Name	TRI-STATE MECHANICAL EMPLOYEE SAVINGS AND RETIREMENT PLAN
Plan identification number	001

TRI-STATE MECHANICAL EMPLOYEE SAVINGS AND RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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.
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

TRI-STATE MECHANICAL, INC. has sponsored the creation of one or more 401k plans.

Company Name: TRI-STATE MECHANICAL, INC.

Employer identification number (EIN): 391237363

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TRI-STATE MECHANICAL EMPLOYEE SAVINGS AND RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01 JOANN KONTNY 2018-09-13
001 2016-01-01 JOANN KONTNY 2017-07-20 JOANN KONTNY 2017-07-20
001 2015-01-01 JOANN KONTNY 2016-09-29 JOANN KONTNY 2016-09-29
001 2014-01-01 JOANN KONTNY 2015-08-14 JOANN KONTNY 2015-08-14
001 2013-01-01 JOANN KONTNY 2014-10-10 JOANN KONTNY 2014-10-10
001 2012-01-01 JOANN KONTNY 2013-07-02 JOANN KONTNY 2013-07-02
001 2011-01-01 JOANN KONTNY 2012-06-25
001 2010-01-01 JOANN KONTNY 2011-09-29
001 2009-01-01 JOANN KONTNY JOANN KONTNY 2010-07-26
001 2009-01-01 JOANN KONTNY JOANN KONTNY 2010-07-28

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2017-01-01	JOANN KONTNY	2018-09-13
001	2016-01-01	JOANN KONTNY	2017-07-20	JOANN KONTNY	2017-07-20
001	2015-01-01	JOANN KONTNY	2016-09-29	JOANN KONTNY	2016-09-29
001	2014-01-01	JOANN KONTNY	2015-08-14	JOANN KONTNY	2015-08-14
001	2013-01-01	JOANN KONTNY	2014-10-10	JOANN KONTNY	2014-10-10
001	2012-01-01	JOANN KONTNY	2013-07-02	JOANN KONTNY	2013-07-02
001	2011-01-01	JOANN KONTNY	2012-06-25
001	2010-01-01	JOANN KONTNY	2011-09-29
001	2009-01-01	JOANN KONTNY		JOANN KONTNY	2010-07-26
001	2009-01-01	JOANN KONTNY		JOANN KONTNY	2010-07-28

Plan Statistics for TRI-STATE MECHANICAL EMPLOYEE SAVINGS AND RETIREMENT PLAN

401k plan membership statisitcs for TRI-STATE MECHANICAL EMPLOYEE SAVINGS AND RETIREMENT PLAN

Measure Date Value
2009: TRI-STATE MECHANICAL EMPLOYEE SAVINGS AND RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 30
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 4
Total of all active and inactive participants 2009-01-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 34
Number of participants with account balances 2009-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2009: TRI-STATE MECHANICAL EMPLOYEE SAVINGS AND RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	30
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	4
Total of all active and inactive participants	2009-01-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	34
Number of participants with account balances	2009-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Form 5500 Responses for TRI-STATE MECHANICAL EMPLOYEE SAVINGS AND RETIREMENT PLAN

2009: TRI-STATE MECHANICAL EMPLOYEE SAVINGS AND RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

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Company Name:	TRI-STATE MECHANICAL, INC.
Employer identification number (EIN):	391237363
NAIC Classification:	238220
NAIC Description:	Plumbing, Heating, and Air-Conditioning Contractors