CARDINAL HEATING & AIR CONDITIONING has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CARDINAL HEATING & AIR CONDITIONING INC 401(K) PR
| Measure | Date | Value |
|---|
| 2024 : CARDINAL HEATING & AIR CONDITIONING INC 401(K) PR 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-10-10 | 81453 |
| Net assets as of the end of the plan year | 2024-10-10 | 6661551 |
| Total assets as of the beginning of the plan year | 2024-10-10 | 4742978 |
| Value of plan covered by a fidelity bond | 2024-10-10 | 500000 |
| Participant contributions to plan in this plan year | 2024-10-10 | 759762 |
| Value of participant loans at end of plan year | 2024-10-10 | 38887 |
| Other contributions to plan in this plan year | 2024-10-10 | 147724 |
| Other income to plan in this plan year | 2024-10-10 | 723486 |
| Plan net income in this plan year | 2024-10-10 | 1918573 |
| Net assets as of the end of the plan year | 2024-10-10 | 6661551 |
| Net assets as of the beginning of the plan year | 2024-10-10 | 4742978 |
| Employer contributions to plan in this plan year | 2024-10-10 | 369054 |
| Fees paid to broker by Benefit Provider | 2024-10-10 | 2807 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-10 | 55214 |
| 2022 : CARDINAL HEATING & AIR CONDITIONING INC 401(K) PR 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-04-19 | 388579 |
| Net assets as of the end of the plan year | 2022-04-19 | 4929598 |
| Total assets as of the beginning of the plan year | 2022-04-19 | 4065682 |
| Value of plan covered by a fidelity bond | 2022-04-19 | 500000 |
| Participant contributions to plan in this plan year | 2022-04-19 | 498697 |
| Value of participant loans at end of plan year | 2022-04-19 | 44277 |
| Other income to plan in this plan year | 2022-04-19 | 507171 |
| Plan net income in this plan year | 2022-04-19 | 863916 |
| Net assets as of the end of the plan year | 2022-04-19 | 4929598 |
| Net assets as of the beginning of the plan year | 2022-04-19 | 4065682 |
| Employer contributions to plan in this plan year | 2022-04-19 | 246627 |
| Fees paid to broker by Benefit Provider | 2022-04-19 | 17321 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-04-19 | 42228 |
| 2019 : CARDINAL HEATING & AIR CONDITIONING INC 401(K) PR 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $1,039,380 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $368,915 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $344,433 |
| Total plan assets at end of year | 2019-12-31 | $2,903,455 |
| Total plan assets at beginning of year | 2019-12-31 | $2,232,990 |
| Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $226,522 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $193,680 |
| Other income received | 2019-12-31 | $490,166 |
| Net income (gross income less expenses) | 2019-12-31 | $670,465 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $2,903,455 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,232,990 |
| Assets. Value of participant loans | 2019-12-31 | $47,224 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $129,012 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $24,482 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : CARDINAL HEATING & AIR CONDITIONING INC 401(K) PR 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $116,184 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $48,301 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $27,698 |
| Total plan assets at end of year | 2018-12-31 | $2,232,990 |
| Total plan assets at beginning of year | 2018-12-31 | $2,165,107 |
| Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $169,397 |
| Other income received | 2018-12-31 | $-144,396 |
| Net income (gross income less expenses) | 2018-12-31 | $67,883 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $2,232,990 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,165,107 |
| Assets. Value of participant loans | 2018-12-31 | $21,415 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $91,183 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $20,603 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : CARDINAL HEATING & AIR CONDITIONING INC 401(K) PR 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $499,239 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $65,372 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $47,727 |
| Total plan assets at end of year | 2017-12-31 | $2,165,107 |
| Total plan assets at beginning of year | 2017-12-31 | $1,731,240 |
| Value of fidelity bond covering the plan | 2017-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $131,236 |
| Other income received | 2017-12-31 | $285,523 |
| Net income (gross income less expenses) | 2017-12-31 | $433,867 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $2,165,107 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,731,240 |
| Assets. Value of participant loans | 2017-12-31 | $28,733 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $82,480 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $17,645 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : CARDINAL HEATING & AIR CONDITIONING INC 401(K) PR 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $264,262 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $62,899 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $48,337 |
| Total plan assets at end of year | 2016-12-31 | $1,731,240 |
| Total plan assets at beginning of year | 2016-12-31 | $1,529,877 |
| Value of fidelity bond covering the plan | 2016-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $107,794 |
| Other income received | 2016-12-31 | $88,277 |
| Net income (gross income less expenses) | 2016-12-31 | $201,363 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,731,240 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,529,877 |
| Assets. Value of participant loans | 2016-12-31 | $39,635 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $68,191 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $14,562 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : CARDINAL HEATING & AIR CONDITIONING INC 401(K) PR 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $127,769 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $30,117 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $21,115 |
| Total plan assets at end of year | 2015-12-31 | $1,529,877 |
| Total plan assets at beginning of year | 2015-12-31 | $1,432,225 |
| Value of fidelity bond covering the plan | 2015-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $86,913 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
| Other income received | 2015-12-31 | $-13,133 |
| Noncash contributions received | 2015-12-31 | $0 |
| Net income (gross income less expenses) | 2015-12-31 | $97,652 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,529,877 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,432,225 |
| Assets. Value of participant loans | 2015-12-31 | $47,947 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $53,989 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Value of corrective distributions | 2015-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $9,002 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2019: CARDINAL HEATING & AIR CONDITIONING INC 401(K) PR 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 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 |
| 2018: CARDINAL HEATING & AIR CONDITIONING INC 401(K) PR 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: CARDINAL HEATING & AIR CONDITIONING INC 401(K) PR 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: CARDINAL HEATING & AIR CONDITIONING INC 401(K) PR 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: CARDINAL HEATING & AIR CONDITIONING INC 401(K) PR 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | Yes |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
