401k Plan data: VENTURE MECHANICAL, INC. 401(K) PLAN plan

VENTURE MECHANICAL, INC. 401(K) PLAN 401k Plan overview

Plan Name	VENTURE MECHANICAL, INC. 401(K) PLAN
Plan identification number	001

VENTURE MECHANICAL, INC. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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

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

Company Name: VENTURE MECHANICAL, INC.

Employer identification number (EIN): 751466233

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

Additional information about VENTURE MECHANICAL, INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 1975-02-19

Company Identification Number: 0035628300

Legal Registered Office Address: 1644 W CROSBY RD

CARROLLTON
United States of America (USA)
75006

More information about VENTURE MECHANICAL, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VENTURE MECHANICAL, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 JAMES COCHRUM
001 2016-01-01 JOHN PETTY 2017-05-22
001 2015-01-01 JOHN PETTY 2016-07-14
001 2014-01-01 JOHN PETTY 2015-05-13 JOHN PETTY 2015-05-13
001 2013-01-01 JOHN PETTY 2014-03-14 JOHN PETTY 2014-03-14
001 2012-01-01 JOHN PETTY 2013-06-25 JOHN PETTY 2013-06-25
001 2011-01-01 JOHN PETTY 2012-07-13 JOHN PETTY 2012-07-13
001 2009-01-01 JOHN PETTY
001 2009-01-01 JOHN S. PETTY JOHN S. PETTY 2011-03-11

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	JAMES COCHRUM
001	2016-01-01	JOHN PETTY	2017-05-22
001	2015-01-01	JOHN PETTY	2016-07-14
001	2014-01-01	JOHN PETTY	2015-05-13	JOHN PETTY	2015-05-13
001	2013-01-01	JOHN PETTY	2014-03-14	JOHN PETTY	2014-03-14
001	2012-01-01	JOHN PETTY	2013-06-25	JOHN PETTY	2013-06-25
001	2011-01-01	JOHN PETTY	2012-07-13	JOHN PETTY	2012-07-13
001	2009-01-01	JOHN PETTY
001	2009-01-01	JOHN S. PETTY		JOHN S. PETTY	2011-03-11

Plan Statistics for VENTURE MECHANICAL, INC. 401(K) PLAN

401k plan membership statisitcs for VENTURE MECHANICAL, INC. 401(K) PLAN

Measure Date Value
2022: VENTURE MECHANICAL, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 161
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 160
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 29
Total of all active and inactive participants 2022-01-01 189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 189
Number of participants with account balances 2022-01-01 137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 7
2021: VENTURE MECHANICAL, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 142
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 124
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 23
Total of all active and inactive participants 2021-01-01 147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 147
Number of participants with account balances 2021-01-01 139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 9
2020: VENTURE MECHANICAL, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 137
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 120
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 13
Total of all active and inactive participants 2020-01-01 133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 133
Number of participants with account balances 2020-01-01 129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 8
2019: VENTURE MECHANICAL, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 133
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 118
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 16
Total of all active and inactive participants 2019-01-01 134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 134
Number of participants with account balances 2019-01-01 131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 8
2018: VENTURE MECHANICAL, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 130
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 117
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 14
Total of all active and inactive participants 2018-01-01 131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 131
Number of participants with account balances 2018-01-01 128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 8
2017: VENTURE MECHANICAL, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 135
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 115
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 10
Total of all active and inactive participants 2017-01-01 125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 125
Number of participants with account balances 2017-01-01 123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 11
2009: VENTURE MECHANICAL, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 113
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 118
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 14
Total of all active and inactive participants 2009-01-01 132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 132
Number of participants with account balances 2009-01-01 108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 10

Measure	Date	Value
2022: VENTURE MECHANICAL, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	161
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	160
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	29
Total of all active and inactive participants	2022-01-01	189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	189
Number of participants with account balances	2022-01-01	137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	7
2021: VENTURE MECHANICAL, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	142
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	124
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	23
Total of all active and inactive participants	2021-01-01	147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	147
Number of participants with account balances	2021-01-01	139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	9
2020: VENTURE MECHANICAL, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	137
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	120
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	13
Total of all active and inactive participants	2020-01-01	133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	133
Number of participants with account balances	2020-01-01	129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	8
2019: VENTURE MECHANICAL, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	133
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	118
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	16
Total of all active and inactive participants	2019-01-01	134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	134
Number of participants with account balances	2019-01-01	131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	8
2018: VENTURE MECHANICAL, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	130
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	117
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	14
Total of all active and inactive participants	2018-01-01	131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	131
Number of participants with account balances	2018-01-01	128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	8
2017: VENTURE MECHANICAL, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	135
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	115
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	10
Total of all active and inactive participants	2017-01-01	125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	125
Number of participants with account balances	2017-01-01	123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	11
2009: VENTURE MECHANICAL, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	113
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	118
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	14
Total of all active and inactive participants	2009-01-01	132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	132
Number of participants with account balances	2009-01-01	108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	10

Financial Data on VENTURE MECHANICAL, INC. 401(K) PLAN

Measure	Date	Value
2022 : VENTURE MECHANICAL, INC. 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-1,201,282
Total of all expenses incurred	2022-12-31	$657,544
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$577,448
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,630,608
Value of total assets at end of year	2022-12-31	$17,321,088
Value of total assets at beginning of year	2022-12-31	$19,179,914
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$80,096
Total interest from all sources	2022-12-31	$64,366
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$28,177
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$28,177
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$849,135
Participant contributions at end of year	2022-12-31	$394,543
Participant contributions at beginning of year	2022-12-31	$336,361
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$7,955
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,858,826
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$17,321,088
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$19,179,914
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$1,969,067
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$2,451,341
Interest on participant loans	2022-12-31	$22,961
Interest earned on other investments	2022-12-31	$41,405
Value of interest in common/collective trusts at end of year	2022-12-31	$12,142,507
Value of interest in common/collective trusts at beginning of year	2022-12-31	$14,096,280
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$10
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$10
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$2,762,121
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$2,260,819
Net investment gain or loss from common/collective trusts	2022-12-31	$-2,924,433
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$773,518
Employer contributions (assets) at end of year	2022-12-31	$52,850
Employer contributions (assets) at beginning of year	2022-12-31	$35,103
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$577,448
Contract administrator fees	2022-12-31	$80,096
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	ARMANINO LLP
Accountancy firm EIN	2022-12-31	946214841
2021 : VENTURE MECHANICAL, INC. 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$3,823,683
Total of all expenses incurred	2021-12-31	$583,882
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$430,992
Expenses. Certain deemed distributions of participant loans	2021-12-31	$59,186
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,559,183
Value of total assets at end of year	2021-12-31	$19,179,914
Value of total assets at beginning of year	2021-12-31	$15,940,113
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$93,704
Total interest from all sources	2021-12-31	$23,045
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$0
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$797,629
Participant contributions at end of year	2021-12-31	$336,361
Participant contributions at beginning of year	2021-12-31	$454,201
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$42,076
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$3,239,801
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$19,179,914
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$15,940,113
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$2,451,341
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$2,126,138
Interest on participant loans	2021-12-31	$23,045
Value of interest in common/collective trusts at end of year	2021-12-31	$14,096,280
Value of interest in common/collective trusts at beginning of year	2021-12-31	$12,146,558
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$10
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$1
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$1
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$2,260,819
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$1,193,790
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$2,241,455
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$719,478
Employer contributions (assets) at end of year	2021-12-31	$35,103
Employer contributions (assets) at beginning of year	2021-12-31	$19,425
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$430,992
Contract administrator fees	2021-12-31	$93,704
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	No
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	ARMANINO LLP
Accountancy firm EIN	2021-12-31	946214841
2020 : VENTURE MECHANICAL, INC. 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$3,620,566
Total of all expenses incurred	2020-12-31	$2,019,233
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,898,849
Expenses. Certain deemed distributions of participant loans	2020-12-31	$29,499
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,415,570
Value of total assets at end of year	2020-12-31	$15,940,113
Value of total assets at beginning of year	2020-12-31	$14,338,780
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$90,885
Total interest from all sources	2020-12-31	$25,358
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$0
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$750,033
Participant contributions at end of year	2020-12-31	$454,201
Participant contributions at beginning of year	2020-12-31	$321,086
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,601,333
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$15,940,113
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$14,338,780
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$2,126,138
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$2,803,641
Interest on participant loans	2020-12-31	$25,358
Value of interest in common/collective trusts at end of year	2020-12-31	$12,146,558
Value of interest in common/collective trusts at beginning of year	2020-12-31	$10,289,756
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$1
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$289
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$289
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$1,193,790
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$904,635
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$2,179,638
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$665,537
Employer contributions (assets) at end of year	2020-12-31	$19,425
Employer contributions (assets) at beginning of year	2020-12-31	$19,373
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,898,849
Contract administrator fees	2020-12-31	$90,885
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	HOLTZMAN PARTNERS LLP
Accountancy firm EIN	2020-12-31	743121060
2019 : VENTURE MECHANICAL, INC. 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$3,799,172
Total of all expenses incurred	2019-12-31	$394,355
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$351,920
Expenses. Certain deemed distributions of participant loans	2019-12-31	$30,939
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,420,249
Value of total assets at end of year	2019-12-31	$14,338,780
Value of total assets at beginning of year	2019-12-31	$10,933,963
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$11,496
Total interest from all sources	2019-12-31	$17,669
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$733,100
Participant contributions at end of year	2019-12-31	$321,086
Participant contributions at beginning of year	2019-12-31	$275,667
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$12,610
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$3,404,817
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$14,338,780
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$10,933,963
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$2,803,641
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,837,309
Interest on participant loans	2019-12-31	$17,669
Value of interest in common/collective trusts at end of year	2019-12-31	$10,289,756
Value of interest in common/collective trusts at beginning of year	2019-12-31	$7,727,225
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$289
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$916
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$916
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$904,635
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$1,065,746
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,361,254
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$674,539
Employer contributions (assets) at end of year	2019-12-31	$19,373
Employer contributions (assets) at beginning of year	2019-12-31	$27,100
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$351,920
Contract administrator fees	2019-12-31	$11,496
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	HOLTZMAN PARTNERS LLP
Accountancy firm EIN	2019-12-31	743121060
2018 : VENTURE MECHANICAL, INC. 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$553,757
Total of all expenses incurred	2018-12-31	$369,976
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$309,527
Expenses. Certain deemed distributions of participant loans	2018-12-31	$56,823
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,384,190
Value of total assets at end of year	2018-12-31	$10,933,963
Value of total assets at beginning of year	2018-12-31	$10,750,182
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$3,626
Total interest from all sources	2018-12-31	$18,351
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$0
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$703,814
Participant contributions at end of year	2018-12-31	$275,667
Participant contributions at beginning of year	2018-12-31	$337,819
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$28,370
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$33,803
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$183,781
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$10,933,963
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$10,750,182
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$1,837,309
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$1,764,082
Interest on participant loans	2018-12-31	$18,351
Value of interest in common/collective trusts at end of year	2018-12-31	$7,727,225
Value of interest in common/collective trusts at beginning of year	2018-12-31	$7,174,779
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$916
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$2
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$2
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$1,065,746
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$1,401,955
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-848,784
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$646,573
Employer contributions (assets) at end of year	2018-12-31	$27,100
Employer contributions (assets) at beginning of year	2018-12-31	$43,175
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$309,527
Contract administrator fees	2018-12-31	$3,626
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	HOLTZMAN PARTNERS LLP
Accountancy firm EIN	2018-12-31	743121060
2017 : VENTURE MECHANICAL, INC. 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$2,727,853
Total of all expenses incurred	2017-12-31	$381,934
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$341,729
Expenses. Certain deemed distributions of participant loans	2017-12-31	$35,716
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,378,004
Value of total assets at end of year	2017-12-31	$10,750,182
Value of total assets at beginning of year	2017-12-31	$8,404,263
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$4,489
Total interest from all sources	2017-12-31	$13,164
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$0
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$656,298
Participant contributions at end of year	2017-12-31	$337,819
Participant contributions at beginning of year	2017-12-31	$243,034
Participant contributions at end of year	2017-12-31	$28,370
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$136,310
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$2,345,919
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$10,750,182
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$8,404,263
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$1,764,082
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$1,325,301
Interest on participant loans	2017-12-31	$13,164
Value of interest in common/collective trusts at end of year	2017-12-31	$7,174,779
Value of interest in common/collective trusts at beginning of year	2017-12-31	$5,482,415
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$2
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$6
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$6
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$1,401,955
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$1,353,507
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,336,685
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$585,396
Employer contributions (assets) at end of year	2017-12-31	$43,175
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$341,729
Contract administrator fees	2017-12-31	$4,489
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	HOLTZMAN PARTNERS LLP
Accountancy firm EIN	2017-12-31	743121060
2010 : VENTURE MECHANICAL, INC. 401(K) PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$993,164
Expenses. Total of all expenses incurred	2010-12-31	$273,540
Benefits paid (including direct rollovers)	2010-12-31	$271,524
Total plan assets at end of year	2010-12-31	$4,732,819
Total plan assets at beginning of year	2010-12-31	$4,013,195
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$222,899
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$664,538
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$719,624
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$4,732,819
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$4,013,195
Assets. Value of participant loans	2010-12-31	$209,013
Total contributions received or receivable from employer(s)	2010-12-31	$105,727
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$2,016
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for VENTURE MECHANICAL, INC. 401(K) PLAN

2022: VENTURE MECHANICAL, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: VENTURE MECHANICAL, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: VENTURE MECHANICAL, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: VENTURE MECHANICAL, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: VENTURE MECHANICAL, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: VENTURE MECHANICAL, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2009: VENTURE MECHANICAL, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	136
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1,259
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	1259
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	131
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of fees paid to insurance company	USD $772
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	772
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	5

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	132
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $496
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	496
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	5

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	132
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of fees paid to insurance company	USD $482
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	482
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	130
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $532
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	532
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	124
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $636
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	636
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE
Insurance broker organization code?	3
Insurance broker name	NOVA 401 (K) ASSOCIATES

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

ZH9383

Policy instance

Insurance contract or identification number	ZH9383
Number of Individuals Covered	103
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $5,922
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	VENTURE MECHANICAL, INC.
Employer identification number (EIN):	751466233
NAIC Classification:	238220
NAIC Description:	Plumbing, Heating, and Air-Conditioning Contractors

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	1975-02-19
Company Identification Number:	0035628300
Legal Registered Office Address:	1644 W CROSBY RD CARROLLTON United States of America (USA) 75006