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ASSOCIATED MECHANICAL CONTRACTORS, INC SAVINGS & RETIREMENT 401(K) PLAN 401k Plan overview

Plan NameASSOCIATED MECHANICAL CONTRACTORS, INC SAVINGS & RETIREMENT 401(K) PLAN
Plan identification number 001

ASSOCIATED MECHANICAL CONTRACTORS, INC SAVINGS & RETIREMENT 401(K) 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

ASSOCIATED MECHANICAL CONTRACTORS, INC has sponsored the creation of one or more 401k plans.

Company Name:ASSOCIATED MECHANICAL CONTRACTORS, INC
Employer identification number (EIN):630359049
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Additional information about ASSOCIATED MECHANICAL CONTRACTORS, INC

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1958-10-15
Company Identification Number: 216344

More information about ASSOCIATED MECHANICAL CONTRACTORS, INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ASSOCIATED MECHANICAL CONTRACTORS, INC SAVINGS & RETIREMENT 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01VAL DUNN2024-09-09 VAL DUNN2024-09-09
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01VAL DUNN2019-09-03
0012017-01-01VAL DUNN2018-09-27
0012016-01-01VAL DUNN
0012015-01-01EVAN P. ADAMS
0012014-01-01VAL DUNN
0012013-01-01VAL DUNN EVAN P. ADAMS2014-10-14
0012012-01-01VAL SHAW
0012011-01-01VAL SHAW
0012010-01-01EVAN ADAMS EVAN ADAMS2011-07-28
0012009-01-01FRANK HARRISON
0012009-01-01FRANK HARRISON

Plan Statistics for ASSOCIATED MECHANICAL CONTRACTORS, INC SAVINGS & RETIREMENT 401(K) PLAN

401k plan membership statisitcs for ASSOCIATED MECHANICAL CONTRACTORS, INC SAVINGS & RETIREMENT 401(K) PLAN

Measure Date Value
2022: ASSOCIATED MECHANICAL CONTRACTORS, INC SAVINGS & RETIREMENT 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01114
Total number of active participants reported on line 7a of the Form 55002022-01-0197
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0113
Total of all active and inactive participants2022-01-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01110
Number of participants with account balances2022-01-0162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: ASSOCIATED MECHANICAL CONTRACTORS, INC SAVINGS & RETIREMENT 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01112
Total number of active participants reported on line 7a of the Form 55002021-01-0193
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0113
Total of all active and inactive participants2021-01-01106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01106
Number of participants with account balances2021-01-0164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: ASSOCIATED MECHANICAL CONTRACTORS, INC SAVINGS & RETIREMENT 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01119
Total number of active participants reported on line 7a of the Form 55002020-01-0195
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0112
Total of all active and inactive participants2020-01-01107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01107
Number of participants with account balances2020-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: ASSOCIATED MECHANICAL CONTRACTORS, INC SAVINGS & RETIREMENT 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01123
Total number of active participants reported on line 7a of the Form 55002019-01-0192
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0112
Total of all active and inactive participants2019-01-01104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01104
Number of participants with account balances2019-01-0155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2016: ASSOCIATED MECHANICAL CONTRACTORS, INC SAVINGS & RETIREMENT 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01110
Total number of active participants reported on line 7a of the Form 55002016-01-0180
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0113
Total of all active and inactive participants2016-01-0193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0193
Number of participants with account balances2016-01-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: ASSOCIATED MECHANICAL CONTRACTORS, INC SAVINGS & RETIREMENT 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01110
Total number of active participants reported on line 7a of the Form 55002015-01-0188
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0115
Total of all active and inactive participants2015-01-01103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01103
Number of participants with account balances2015-01-0160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ASSOCIATED MECHANICAL CONTRACTORS, INC SAVINGS & RETIREMENT 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01108
Total number of active participants reported on line 7a of the Form 55002014-01-0188
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0121
Total of all active and inactive participants2014-01-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01109
Number of participants with account balances2014-01-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ASSOCIATED MECHANICAL CONTRACTORS, INC SAVINGS & RETIREMENT 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01143
Total number of active participants reported on line 7a of the Form 55002013-01-0186
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0121
Total of all active and inactive participants2013-01-01107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01107
Number of participants with account balances2013-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: ASSOCIATED MECHANICAL CONTRACTORS, INC SAVINGS & RETIREMENT 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01157
Total number of active participants reported on line 7a of the Form 55002012-01-01128
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0115
Total of all active and inactive participants2012-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01143
Number of participants with account balances2012-01-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ASSOCIATED MECHANICAL CONTRACTORS, INC SAVINGS & RETIREMENT 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01165
Total number of active participants reported on line 7a of the Form 55002011-01-01129
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0119
Total of all active and inactive participants2011-01-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01148
Number of participants with account balances2011-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-018
2010: ASSOCIATED MECHANICAL CONTRACTORS, INC SAVINGS & RETIREMENT 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0188
Total number of active participants reported on line 7a of the Form 55002010-01-01157
Number of retired or separated participants receiving benefits2010-01-013
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01160
Number of participants with account balances2010-01-0176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: ASSOCIATED MECHANICAL CONTRACTORS, INC SAVINGS & RETIREMENT 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01147
Total number of active participants reported on line 7a of the Form 55002009-01-0172
Number of retired or separated participants receiving benefits2009-01-014
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0176
Number of participants with account balances2009-01-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ASSOCIATED MECHANICAL CONTRACTORS, INC SAVINGS & RETIREMENT 401(K) PLAN

Measure Date Value
2022 : ASSOCIATED MECHANICAL CONTRACTORS, INC SAVINGS & RETIREMENT 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-409,459
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$74,419
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$67,589
Value of total corrective distributions2022-12-31$1,982
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$238,129
Value of total assets at end of year2022-12-31$3,489,068
Value of total assets at beginning of year2022-12-31$3,972,946
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$4,848
Total interest from all sources2022-12-31$11,403
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$55,366
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$55,366
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$346,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$198,444
Participant contributions at end of year2022-12-31$75,504
Participant contributions at beginning of year2022-12-31$73,633
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-483,878
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,489,068
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,972,946
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$2,794,460
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,355,013
Interest on participant loans2022-12-31$2,073
Income. Interest from loans (other than to participants)2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$619,104
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$544,300
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$544,300
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$9,330
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-714,357
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$39,685
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$67,589
Contract administrator fees2022-12-31$4,848
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31THE HIGHLANDS ACCOUNTING GROUP
Accountancy firm EIN2022-12-31823217974
2021 : ASSOCIATED MECHANICAL CONTRACTORS, INC SAVINGS & RETIREMENT 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$629,804
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$75,948
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$57,758
Value of total corrective distributions2021-12-31$7,522
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$279,561
Value of total assets at end of year2021-12-31$3,972,946
Value of total assets at beginning of year2021-12-31$3,419,090
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$10,668
Total interest from all sources2021-12-31$3,550
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$45,682
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$45,682
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$346,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$226,116
Participant contributions at end of year2021-12-31$73,633
Participant contributions at beginning of year2021-12-31$107,436
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$8,276
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$553,856
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,972,946
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,419,090
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$7,524
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$3,355,013
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,797,890
Interest on participant loans2021-12-31$3,497
Income. Interest from loans (other than to participants)2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$544,300
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$513,764
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$513,764
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$53
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$301,011
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$45,169
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$57,758
Contract administrator fees2021-12-31$3,144
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31THE HIGHLANDS ACCOUNTING GROUP
Accountancy firm EIN2021-12-31823217974
2020 : ASSOCIATED MECHANICAL CONTRACTORS, INC SAVINGS & RETIREMENT 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$946
Total income from all sources (including contributions)2020-12-31$657,577
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$44,853
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$33,382
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$208,117
Value of total assets at end of year2020-12-31$3,419,090
Value of total assets at beginning of year2020-12-31$2,807,312
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$11,471
Total interest from all sources2020-12-31$3,648
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$37,069
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$37,069
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$346,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$173,473
Participant contributions at end of year2020-12-31$107,436
Participant contributions at beginning of year2020-12-31$73,748
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$2,543
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$946
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$612,724
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,419,090
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,806,366
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$6,346
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,797,890
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,540,831
Interest on participant loans2020-12-31$3,169
Income. Interest from loans (other than to participants)2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$513,764
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$189,689
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$189,689
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$479
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$408,743
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$34,644
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$501
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$33,382
Contract administrator fees2020-12-31$5,125
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31THE HIGHLANDS ACCOUNTING GROUP
Accountancy firm EIN2020-12-31823217974
2019 : ASSOCIATED MECHANICAL CONTRACTORS, INC SAVINGS & RETIREMENT 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$946
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$703,685
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$115,528
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$113,528
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$250,491
Value of total assets at end of year2019-12-31$2,807,312
Value of total assets at beginning of year2019-12-31$2,218,209
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,000
Total interest from all sources2019-12-31$5,299
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$46,876
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$46,876
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$346,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$181,627
Participant contributions at end of year2019-12-31$73,748
Participant contributions at beginning of year2019-12-31$70,892
Participant contributions at end of year2019-12-31$2,543
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$33,406
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$946
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$588,157
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,806,366
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,218,209
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,540,831
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,958,441
Interest on participant loans2019-12-31$4,017
Income. Interest from loans (other than to participants)2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$189,689
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$188,876
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$188,876
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1,282
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$401,019
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$35,458
Employer contributions (assets) at end of year2019-12-31$501
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$113,528
Contract administrator fees2019-12-31$2,000
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31JACKSON THORNTON COMPANY
Accountancy firm EIN2019-12-31631035228
2016 : ASSOCIATED MECHANICAL CONTRACTORS, INC SAVINGS & RETIREMENT 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$316,044
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$91,664
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$78,414
Value of total corrective distributions2016-12-31$11,880
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$116,878
Value of total assets at end of year2016-12-31$2,768,421
Value of total assets at beginning of year2016-12-31$2,544,041
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,370
Total interest from all sources2016-12-31$2,306
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$32,949
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$32,949
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$346,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$97,412
Participant contributions at end of year2016-12-31$86,308
Participant contributions at beginning of year2016-12-31$96,190
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$224,380
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,768,421
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,544,041
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,423,581
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,198,529
Interest on participant loans2016-12-31$2,303
Income. Interest from loans (other than to participants)2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$258,532
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$249,322
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$249,322
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$3
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$163,911
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$19,466
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$78,414
Contract administrator fees2016-12-31$1,370
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31JACKSON THORNTON
Accountancy firm EIN2016-12-31631035228
2015 : ASSOCIATED MECHANICAL CONTRACTORS, INC SAVINGS & RETIREMENT 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$47,390
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$956,064
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$954,599
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$86,762
Value of total assets at end of year2015-12-31$2,544,041
Value of total assets at beginning of year2015-12-31$3,452,715
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,465
Total interest from all sources2015-12-31$3,410
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$36,400
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$36,400
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$346,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$72,412
Participant contributions at end of year2015-12-31$96,190
Participant contributions at beginning of year2015-12-31$111,586
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$22,323
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-908,674
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,544,041
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,452,715
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,198,529
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,920,535
Interest on participant loans2015-12-31$3,402
Income. Interest from loans (other than to participants)2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$249,322
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$393,806
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$393,806
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$8
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-79,182
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$14,350
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$4,465
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$954,599
Contract administrator fees2015-12-31$1,465
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31JACKSON THORNTON
Accountancy firm EIN2015-12-31631035228
2014 : ASSOCIATED MECHANICAL CONTRACTORS, INC SAVINGS & RETIREMENT 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$240,366
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$239,584
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$237,859
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$119,242
Value of total assets at end of year2014-12-31$3,452,715
Value of total assets at beginning of year2014-12-31$3,451,933
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,725
Total interest from all sources2014-12-31$4,015
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$49,089
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$49,089
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$346,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$99,389
Participant contributions at end of year2014-12-31$111,586
Participant contributions at beginning of year2014-12-31$113,998
Participant contributions at end of year2014-12-31$22,323
Participant contributions at beginning of year2014-12-31$3,559
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$782
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,452,715
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,451,933
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,920,535
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,957,083
Interest on participant loans2014-12-31$3,731
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$393,806
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$376,581
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$376,581
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$284
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$68,020
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$19,853
Employer contributions (assets) at end of year2014-12-31$4,465
Employer contributions (assets) at beginning of year2014-12-31$712
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$237,859
Contract administrator fees2014-12-31$1,725
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31JACKSON THORNTON
Accountancy firm EIN2014-12-31631035228
2013 : ASSOCIATED MECHANICAL CONTRACTORS, INC SAVINGS & RETIREMENT 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$569,440
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$257,177
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$206,367
Expenses. Certain deemed distributions of participant loans2013-12-31$37,306
Value of total corrective distributions2013-12-31$11,019
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$147,850
Value of total assets at end of year2013-12-31$3,451,933
Value of total assets at beginning of year2013-12-31$3,139,670
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,485
Total interest from all sources2013-12-31$2,077
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$44,030
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$44,030
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$123,086
Participant contributions at end of year2013-12-31$113,998
Participant contributions at beginning of year2013-12-31$160,108
Participant contributions at end of year2013-12-31$3,559
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$312,263
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,451,933
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,139,670
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,957,083
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,587,945
Interest on participant loans2013-12-31$2,076
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$376,581
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$391,617
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$391,617
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$375,483
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$24,764
Employer contributions (assets) at end of year2013-12-31$712
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$206,367
Contract administrator fees2013-12-31$2,485
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31JACKSON THORNTON
Accountancy firm EIN2013-12-31631035228
2012 : ASSOCIATED MECHANICAL CONTRACTORS, INC SAVINGS & RETIREMENT 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$549,447
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$104,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$53,419
Value of total corrective distributions2012-12-31$48,980
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$216,461
Value of total assets at end of year2012-12-31$3,139,670
Value of total assets at beginning of year2012-12-31$2,694,572
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,950
Total interest from all sources2012-12-31$5,853
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$47,662
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$47,662
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$180,384
Participant contributions at end of year2012-12-31$160,108
Participant contributions at beginning of year2012-12-31$202,920
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$445,098
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,139,670
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,694,572
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,587,945
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,158,984
Interest on participant loans2012-12-31$5,837
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$391,617
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$332,668
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$332,668
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$16
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$279,471
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$36,077
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$53,419
Contract administrator fees2012-12-31$1,950
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31JACKSON THORNTON
Accountancy firm EIN2012-12-31631035228
2011 : ASSOCIATED MECHANICAL CONTRACTORS, INC SAVINGS & RETIREMENT 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$117,376
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$153,242
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$84,817
Value of total corrective distributions2011-12-31$66,433
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$237,411
Value of total assets at end of year2011-12-31$2,694,572
Value of total assets at beginning of year2011-12-31$2,730,438
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,992
Total interest from all sources2011-12-31$10,926
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$24,281
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$24,281
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$197,842
Participant contributions at end of year2011-12-31$202,920
Participant contributions at beginning of year2011-12-31$91,280
Administrative expenses (other) incurred2011-12-31$672
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-35,866
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,694,572
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,730,438
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,158,984
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,639,158
Interest on participant loans2011-12-31$6,524
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$332,668
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$4,402
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-213,805
Net investment gain/loss from pooled separate accounts2011-12-31$58,563
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$39,569
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$84,817
Contract administrator fees2011-12-31$1,320
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31JACKSON THORNTON
Accountancy firm EIN2011-12-31631035228
2010 : ASSOCIATED MECHANICAL CONTRACTORS, INC SAVINGS & RETIREMENT 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$489,958
Expenses. Total of all expenses incurred2010-12-31$198,484
Benefits paid (including direct rollovers)2010-12-31$198,484
Total plan assets at end of year2010-12-31$2,730,438
Total plan assets at beginning of year2010-12-31$2,438,964
Total contributions received or receivable from participants2010-12-31$185,676
Contributions received from other sources (not participants or employers)2010-12-31$2,572
Other income received2010-12-31$264,579
Net income (gross income less expenses)2010-12-31$291,474
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,730,438
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,438,964
Total contributions received or receivable from employer(s)2010-12-31$37,131

Form 5500 Responses for ASSOCIATED MECHANICAL CONTRACTORS, INC SAVINGS & RETIREMENT 401(K) PLAN

2022: ASSOCIATED MECHANICAL CONTRACTORS, INC SAVINGS & RETIREMENT 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ASSOCIATED MECHANICAL CONTRACTORS, INC SAVINGS & RETIREMENT 401(K) 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 filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ASSOCIATED MECHANICAL CONTRACTORS, INC SAVINGS & RETIREMENT 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ASSOCIATED MECHANICAL CONTRACTORS, INC SAVINGS & RETIREMENT 401(K) 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
2016: ASSOCIATED MECHANICAL CONTRACTORS, INC SAVINGS & RETIREMENT 401(K) 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: ASSOCIATED MECHANICAL CONTRACTORS, INC SAVINGS & RETIREMENT 401(K) 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: ASSOCIATED MECHANICAL CONTRACTORS, INC SAVINGS & RETIREMENT 401(K) 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: ASSOCIATED MECHANICAL CONTRACTORS, INC SAVINGS & RETIREMENT 401(K) 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ASSOCIATED MECHANICAL CONTRACTORS, INC SAVINGS & RETIREMENT 401(K) 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ASSOCIATED MECHANICAL CONTRACTORS, INC SAVINGS & RETIREMENT 401(K) 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
2011-01-01Plan benefit arrangement - TrustYes
2010: ASSOCIATED MECHANICAL CONTRACTORS, INC SAVINGS & RETIREMENT 401(K) 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
2010-01-01Plan benefit arrangement - TrustYes
2009: ASSOCIATED MECHANICAL CONTRACTORS, INC SAVINGS & RETIREMENT 401(K) 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
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA711307
Policy instance 1
Insurance contract or identification numberGA711307
Number of Individuals Covered0
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
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?No
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
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA711307
Policy instance 1
Insurance contract or identification numberGA711307
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $4,013
Total amount of fees paid to insurance companyUSD $919
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?No
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
Commission paid to Insurance BrokerUSD $4,013
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
Amount paid for insurance broker fees919
Insurance broker nameDYATECH

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