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VAN'S HEATING AND AIR CONDITIONING RETIREMENT PLAN 401k Plan overview

Plan NameVAN'S HEATING AND AIR CONDITIONING RETIREMENT PLAN
Plan identification number 001

VAN'S HEATING AND AIR CONDITIONING RETIREMENT PLAN Benefits

401k Plan TypeDefined 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

VAN'S HEATING AND AIR CONDITIONING has sponsored the creation of one or more 401k plans.

Company Name:VAN'S HEATING AND AIR CONDITIONING
Employer identification number (EIN):391724938
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VAN'S HEATING AND AIR CONDITIONING RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-04-01TABITHA PETERSON2020-10-29
0012018-04-01ERIC DEKORNE2019-10-18
0012016-04-01MICHELLE MORGAN2017-08-15
0012015-04-01MICHELLE MORGAN2016-09-22 MICHELLE MORGAN2016-09-22
0012014-04-01MICHELLE MORGAN MICHELLE MORGAN2015-09-15

Plan Statistics for VAN'S HEATING AND AIR CONDITIONING RETIREMENT PLAN

401k plan membership statisitcs for VAN'S HEATING AND AIR CONDITIONING RETIREMENT PLAN

Measure Date Value
2014: VAN'S HEATING AND AIR CONDITIONING RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-04-0126
Total number of active participants reported on line 7a of the Form 55002014-04-0117
Number of retired or separated participants receiving benefits2014-04-010
Number of other retired or separated participants entitled to future benefits2014-04-019
Total of all active and inactive participants2014-04-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-04-010
Total participants2014-04-0126
Number of participants with account balances2014-04-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-04-011

Financial Data on VAN'S HEATING AND AIR CONDITIONING RETIREMENT PLAN

Measure Date Value
2015 : VAN'S HEATING AND AIR CONDITIONING RETIREMENT PLAN 2015 401k financial data
Transfers to/from the plan2015-03-31$0
Total income from all sources2015-03-31$21,638
Expenses. Total of all expenses incurred2015-03-31$2,039
Benefits paid (including direct rollovers)2015-03-31$1,674
Total plan assets at end of year2015-03-31$238,093
Total plan assets at beginning of year2015-03-31$218,494
Value of fidelity bond covering the plan2015-03-31$50,000
Total contributions received or receivable from participants2015-03-31$14,149
Expenses. Other expenses not covered elsewhere2015-03-31$365
Contributions received from other sources (not participants or employers)2015-03-31$0
Other income received2015-03-31$7,489
Net income (gross income less expenses)2015-03-31$19,599
Net plan assets at end of year (total assets less liabilities)2015-03-31$238,093
Net plan assets at beginning of year (total assets less liabilities)2015-03-31$218,494
Assets. Value of participant loans2015-03-31$10,891
Total contributions received or receivable from employer(s)2015-03-31$0
Value of certain deemed distributions of participant loans2015-03-31$0
Value of corrective distributions2015-03-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-03-31$0

Form 5500 Responses for VAN'S HEATING AND AIR CONDITIONING RETIREMENT PLAN

2014: VAN'S HEATING AND AIR CONDITIONING RETIREMENT PLAN 2014 form 5500 responses
2014-04-01Type of plan entitySingle employer plan
2014-04-01Submission has been amendedNo
2014-04-01This submission is the final filingNo
2014-04-01This return/report is a short plan year return/report (less than 12 months)No
2014-04-01Plan is a collectively bargained planNo
2014-04-01Plan funding arrangement – InsuranceYes
2014-04-01Plan funding arrangement – TrustYes
2014-04-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-025070
Policy instance 1
Insurance contract or identification numberGA-025070
Number of Individuals Covered17
Insurance policy start date2014-04-01
Insurance policy end date2015-03-31
Total amount of commissions paid to insurance brokerUSD $1,030
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,030
Insurance broker organization code?3
Insurance broker nameBAIRD INSURANCE SERVICES INC

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