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WEBB HEATING & AIR CONDITIONING 401(K) SAVINGS PLAN 401k Plan overview

Plan NameWEBB HEATING & AIR CONDITIONING 401(K) SAVINGS PLAN
Plan identification number 001

WEBB HEATING & AIR CONDITIONING 401(K) SAVINGS 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

WEBB HEATING & AIR CONDITIONING COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name:WEBB HEATING & AIR CONDITIONING COMPANY, INC.
Employer identification number (EIN):561179124
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WEBB HEATING & AIR CONDITIONING 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01SHERRY BRIDGEWATER
0012016-01-01SHERRY BRIDGEWATER
0012015-01-01SHERRY BRIDGEWATER
0012014-01-01SHERRY BRIDGEWATER
0012013-01-01SHERRY BRIDGEWATER
0012012-01-01SHERRY BRIDGEWATER
0012011-01-01WAYNE WEBB SHERRY BRIDGEWATER2012-07-30
0012010-01-01SHERRY BRIDGEWATER
0012009-01-01SHERRY BRIDGEWATER

Plan Statistics for WEBB HEATING & AIR CONDITIONING 401(K) SAVINGS PLAN

401k plan membership statisitcs for WEBB HEATING & AIR CONDITIONING 401(K) SAVINGS PLAN

Measure Date Value
2021: WEBB HEATING & AIR CONDITIONING 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0168
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-010
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: WEBB HEATING & AIR CONDITIONING 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0160
Total number of active participants reported on line 7a of the Form 55002020-01-0162
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-016
Total of all active and inactive participants2020-01-0168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0168
Number of participants with account balances2020-01-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-014
2019: WEBB HEATING & AIR CONDITIONING 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0149
Total number of active participants reported on line 7a of the Form 55002019-01-0158
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-012
Total of all active and inactive participants2019-01-0160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0160
Number of participants with account balances2019-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: WEBB HEATING & AIR CONDITIONING 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0146
Total number of active participants reported on line 7a of the Form 55002018-01-0148
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-0149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0149
Number of participants with account balances2018-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: WEBB HEATING & AIR CONDITIONING 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0141
Total number of active participants reported on line 7a of the Form 55002017-01-0145
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-0146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0146
Number of participants with account balances2017-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: WEBB HEATING & AIR CONDITIONING 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0137
Total number of active participants reported on line 7a of the Form 55002016-01-0140
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-0141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0141
Number of participants with account balances2016-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: WEBB HEATING & AIR CONDITIONING 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0137
Total number of active participants reported on line 7a of the Form 55002015-01-0134
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-013
Total of all active and inactive participants2015-01-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0137
Number of participants with account balances2015-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: WEBB HEATING & AIR CONDITIONING 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0135
Total number of active participants reported on line 7a of the Form 55002014-01-0135
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0137
Number of participants with account balances2014-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: WEBB HEATING & AIR CONDITIONING 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0146
Total number of active participants reported on line 7a of the Form 55002013-01-0134
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0135
Number of participants with account balances2013-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: WEBB HEATING & AIR CONDITIONING 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0157
Total number of active participants reported on line 7a of the Form 55002012-01-0136
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0110
Total of all active and inactive participants2012-01-0146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0146
Number of participants with account balances2012-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: WEBB HEATING & AIR CONDITIONING 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0157
Total number of active participants reported on line 7a of the Form 55002011-01-0144
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0144
Number of participants with account balances2011-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: WEBB HEATING & AIR CONDITIONING 401(K) SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0133
Total number of active participants reported on line 7a of the Form 55002010-01-0153
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-0153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0153
Number of participants with account balances2010-01-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: WEBB HEATING & AIR CONDITIONING 401(K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0126
Total number of active participants reported on line 7a of the Form 55002009-01-0119
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-016
Total of all active and inactive participants2009-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0125
Number of participants with account balances2009-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on WEBB HEATING & AIR CONDITIONING 401(K) SAVINGS PLAN

Measure Date Value
2021 : WEBB HEATING & AIR CONDITIONING 401(K) SAVINGS PLAN 2021 401k financial data
Transfers to/from the plan2021-10-15$0
Total plan liabilities at end of year2021-10-15$0
Total plan liabilities at beginning of year2021-10-15$0
Total income from all sources2021-10-15$779,805
Expenses. Total of all expenses incurred2021-10-15$4,094,895
Benefits paid (including direct rollovers)2021-10-15$4,057,691
Total plan assets at end of year2021-10-15$0
Total plan assets at beginning of year2021-10-15$3,315,090
Value of fidelity bond covering the plan2021-10-15$500,000
Total contributions received or receivable from participants2021-10-15$183,321
Expenses. Other expenses not covered elsewhere2021-10-15$0
Contributions received from other sources (not participants or employers)2021-10-15$0
Other income received2021-10-15$543,284
Noncash contributions received2021-10-15$0
Net income (gross income less expenses)2021-10-15$-3,315,090
Net plan assets at end of year (total assets less liabilities)2021-10-15$0
Net plan assets at beginning of year (total assets less liabilities)2021-10-15$3,315,090
Total contributions received or receivable from employer(s)2021-10-15$53,200
Value of certain deemed distributions of participant loans2021-10-15$0
Value of corrective distributions2021-10-15$23,687
Expenses. Administrative service providers (salaries,fees and commissions)2021-10-15$13,517
2020 : WEBB HEATING & AIR CONDITIONING 401(K) SAVINGS PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$848,443
Expenses. Total of all expenses incurred2020-12-31$427,754
Benefits paid (including direct rollovers)2020-12-31$417,083
Total plan assets at end of year2020-12-31$3,315,090
Total plan assets at beginning of year2020-12-31$2,894,401
Value of fidelity bond covering the plan2020-12-31$500,000
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$274,449
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$483,135
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$420,689
Net plan assets at end of year (total assets less liabilities)2020-12-31$3,315,090
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$2,894,401
Assets. Value of participant loans2020-12-31$0
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$90,859
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$1,477
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$9,194
2019 : WEBB HEATING & AIR CONDITIONING 401(K) SAVINGS PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$1,252,144
Expenses. Total of all expenses incurred2019-12-31$926,505
Benefits paid (including direct rollovers)2019-12-31$916,371
Total plan assets at end of year2019-12-31$2,894,401
Total plan assets at beginning of year2019-12-31$2,568,762
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$282,831
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$241,347
Other income received2019-12-31$642,705
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$325,639
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,894,401
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,568,762
Total contributions received or receivable from employer(s)2019-12-31$85,261
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$10,134
2018 : WEBB HEATING & AIR CONDITIONING 401(K) SAVINGS PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$92,750
Expenses. Total of all expenses incurred2018-12-31$42,013
Benefits paid (including direct rollovers)2018-12-31$26,038
Total plan assets at end of year2018-12-31$2,568,762
Total plan assets at beginning of year2018-12-31$2,518,025
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$239,354
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-215,506
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$50,737
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,568,762
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,518,025
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022018-12-31$0
Total contributions received or receivable from employer(s)2018-12-31$68,902
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$6,865
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$9,110
2017 : WEBB HEATING & AIR CONDITIONING 401(K) SAVINGS PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$661,478
Expenses. Total of all expenses incurred2017-12-31$93,966
Benefits paid (including direct rollovers)2017-12-31$87,617
Total plan assets at end of year2017-12-31$2,518,025
Total plan assets at beginning of year2017-12-31$1,950,513
Value of fidelity bond covering the plan2017-12-31$250,000
Assets. Value of tangible personal property2017-12-31$0
Total contributions received or receivable from participants2017-12-31$207,591
Assets. Value of loans (other than to participants)2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$1,377
Other income received2017-12-31$390,014
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$567,512
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,518,025
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,950,513
Assets. Value of participant loans2017-12-31$0
Assets. Value of assets in partnership/joint-venture interests2017-12-31$0
Assets. Value of real-estate (other than employer real property)2017-12-31$0
Assets. Value of employer securities2017-12-31$0
Assets. Value of employer real property2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$62,496
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$6,349
2016 : WEBB HEATING & AIR CONDITIONING 401(K) SAVINGS PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$375,338
Expenses. Total of all expenses incurred2016-12-31$92,779
Benefits paid (including direct rollovers)2016-12-31$86,381
Total plan assets at end of year2016-12-31$1,950,513
Total plan assets at beginning of year2016-12-31$1,667,954
Value of fidelity bond covering the plan2016-12-31$250,000
Total contributions received or receivable from participants2016-12-31$157,706
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$163,066
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$282,559
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,950,513
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,667,954
Total contributions received or receivable from employer(s)2016-12-31$54,566
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$6,398
2015 : WEBB HEATING & AIR CONDITIONING 401(K) SAVINGS PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$123,813
Expenses. Total of all expenses incurred2015-12-31$58,302
Benefits paid (including direct rollovers)2015-12-31$52,433
Total plan assets at end of year2015-12-31$1,667,954
Total plan assets at beginning of year2015-12-31$1,602,443
Value of fidelity bond covering the plan2015-12-31$250,000
Total contributions received or receivable from participants2015-12-31$94,597
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-8,546
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$65,511
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,667,954
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,602,443
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022015-12-31$0
Total contributions received or receivable from employer(s)2015-12-31$37,762
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$5,869
2014 : WEBB HEATING & AIR CONDITIONING 401(K) SAVINGS PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$224,172
Expenses. Total of all expenses incurred2014-12-31$112,526
Benefits paid (including direct rollovers)2014-12-31$104,070
Total plan assets at end of year2014-12-31$1,602,443
Total plan assets at beginning of year2014-12-31$1,490,797
Value of fidelity bond covering the plan2014-12-31$40,000
Total contributions received or receivable from participants2014-12-31$83,158
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$108,288
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$111,646
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,602,443
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,490,797
Total contributions received or receivable from employer(s)2014-12-31$32,726
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$3,178
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$5,278
2013 : WEBB HEATING & AIR CONDITIONING 401(K) SAVINGS PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$165,007
Expenses. Total of all expenses incurred2013-12-31$11,206
Benefits paid (including direct rollovers)2013-12-31$11,206
Total plan assets at end of year2013-12-31$1,490,797
Total plan assets at beginning of year2013-12-31$1,336,996
Value of fidelity bond covering the plan2013-12-31$40,000
Total contributions received or receivable from participants2013-12-31$61,209
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$77,832
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$153,801
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,490,797
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,336,996
Total contributions received or receivable from employer(s)2013-12-31$25,966
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
2012 : WEBB HEATING & AIR CONDITIONING 401(K) SAVINGS PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$5
Total income from all sources2012-12-31$250,194
Expenses. Total of all expenses incurred2012-12-31$53,430
Benefits paid (including direct rollovers)2012-12-31$52,586
Total plan assets at end of year2012-12-31$1,336,996
Total plan assets at beginning of year2012-12-31$1,140,227
Value of fidelity bond covering the plan2012-12-31$40,000
Total contributions received or receivable from participants2012-12-31$85,720
Expenses. Other expenses not covered elsewhere2012-12-31$844
Contributions received from other sources (not participants or employers)2012-12-31$2,176
Other income received2012-12-31$124,917
Net income (gross income less expenses)2012-12-31$196,764
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,336,996
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,140,227
Assets. Value of participant loans2012-12-31$0
Total contributions received or receivable from employer(s)2012-12-31$37,381
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
2011 : WEBB HEATING & AIR CONDITIONING 401(K) SAVINGS PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total income from all sources2011-12-31$130,843
Expenses. Total of all expenses incurred2011-12-31$126,342
Benefits paid (including direct rollovers)2011-12-31$125,907
Total plan assets at end of year2011-12-31$1,140,227
Total plan assets at beginning of year2011-12-31$1,135,726
Value of fidelity bond covering the plan2011-12-31$40,000
Total contributions received or receivable from participants2011-12-31$109,026
Expenses. Other expenses not covered elsewhere2011-12-31$435
Contributions received from other sources (not participants or employers)2011-12-31$15,903
Other income received2011-12-31$-40,817
Net income (gross income less expenses)2011-12-31$4,501
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,140,227
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,135,726
Assets. Value of participant loans2011-12-31$0
Total contributions received or receivable from employer(s)2011-12-31$46,731
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2010 : WEBB HEATING & AIR CONDITIONING 401(K) SAVINGS PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total income from all sources2010-12-31$353,326
Expenses. Total of all expenses incurred2010-12-31$6,840
Benefits paid (including direct rollovers)2010-12-31$6,442
Total plan assets at end of year2010-12-31$1,135,726
Total plan assets at beginning of year2010-12-31$789,240
Value of fidelity bond covering the plan2010-12-31$40,000
Total contributions received or receivable from participants2010-12-31$101,521
Expenses. Other expenses not covered elsewhere2010-12-31$398
Contributions received from other sources (not participants or employers)2010-12-31$115,827
Other income received2010-12-31$99,097
Net income (gross income less expenses)2010-12-31$346,486
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,135,726
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$789,240
Assets. Value of participant loans2010-12-31$0
Total contributions received or receivable from employer(s)2010-12-31$36,881
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
2009 : WEBB HEATING & AIR CONDITIONING 401(K) SAVINGS PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for WEBB HEATING & AIR CONDITIONING 401(K) SAVINGS PLAN

2021: WEBB HEATING & AIR CONDITIONING 401(K) SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingYes
2021-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WEBB HEATING & AIR CONDITIONING 401(K) SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WEBB HEATING & AIR CONDITIONING 401(K) SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WEBB HEATING & AIR CONDITIONING 401(K) SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WEBB HEATING & AIR CONDITIONING 401(K) SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WEBB HEATING & AIR CONDITIONING 401(K) SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WEBB HEATING & AIR CONDITIONING 401(K) SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WEBB HEATING & AIR CONDITIONING 401(K) SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WEBB HEATING & AIR CONDITIONING 401(K) SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: WEBB HEATING & AIR CONDITIONING 401(K) SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: WEBB HEATING & AIR CONDITIONING 401(K) SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: WEBB HEATING & AIR CONDITIONING 401(K) SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: WEBB HEATING & AIR CONDITIONING 401(K) SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-017163
Policy instance 1
Insurance contract or identification numberGA-017163
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-04-30
Total amount of commissions paid to insurance brokerUSD $1,996
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 $1,996
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameEDWARD D JONES & CO
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-017163
Policy instance 1
Insurance contract or identification numberGA-017163
Number of Individuals Covered36
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $3,587
Total amount of fees paid to insurance companyUSD $1,197
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 $3,587
Insurance broker organization code?3
Amount paid for insurance broker fees1197
Additional information about fees paid to insurance brokerSALES/MARKETING
Insurance broker nameEDWARD D JONES & CO
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-017163
Policy instance 1
Insurance contract or identification numberGA-017163
Number of Individuals Covered41
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $3,446
Total amount of fees paid to insurance companyUSD $943
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
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-017163
Policy instance 1
Insurance contract or identification numberGA-017163
Number of Individuals Covered45
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $2,558
Total amount of fees paid to insurance companyUSD $848
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 $2,558
Insurance broker organization code?3
Amount paid for insurance broker fees848
Additional information about fees paid to insurance brokerSALES/MARKETING
Insurance broker nameEDWARD D JONES & CO

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