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CBS MECHANICAL, INC. 401K SAVINGS PLAN 401k Plan overview

Plan NameCBS MECHANICAL, INC. 401K SAVINGS PLAN
Plan identification number 001

CBS MECHANICAL, INC. 401K SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:CBS MECHANICAL, INC.
Employer identification number (EIN):752405190
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Additional information about CBS MECHANICAL, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1975-04-22
Company Identification Number: 0035947100
Legal Registered Office Address: 5001 W UNIVERSITY DR

DENTON
United States of America (USA)
76207

More information about CBS MECHANICAL, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CBS MECHANICAL, INC. 401K SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01DON GUESS2023-10-16
0012021-01-01SHANNON STOVER2022-10-14
0012020-01-01SHANNON STOVER2021-10-11
0012019-01-01SHANNON SMITH2020-10-08
0012018-01-01SHANNON SMITH2019-10-08
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01SHANNON SMITH2013-10-08
0012011-01-01SHANNON SMITH2012-08-23
0012010-01-01DANIEL KRESS2011-10-07

Financial Data on CBS MECHANICAL, INC. 401K SAVINGS PLAN

Measure Date Value
2025 : CBS MECHANICAL, INC. 401K SAVINGS PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-05-14-1046567
Total liabilities as of the end of the plan year2025-05-140
Total liabilities as of the beginning of the plan year2025-05-140
Total expenses incurred by plan in this plan year2025-05-14191407
Net assets as of the end of the plan year2025-05-147941518
Total assets as of the beginning of the plan year2025-05-147995675
Value of plan covered by a fidelity bond2025-05-14500000
Participant contributions to plan in this plan year2025-05-14273313
Value of participant loans at end of plan year2025-05-14136431
Other expenses paid from plan in this plan year2025-05-140
Other contributions to plan in this plan year2025-05-140
Other income to plan in this plan year2025-05-14706849
Plan net income in this plan year2025-05-14992410
Net assets as of the end of the plan year2025-05-147941518
Net assets as of the beginning of the plan year2025-05-147995675
Employer contributions to plan in this plan year2025-05-14203655
Fees paid to broker by Benefit Provider2025-05-1419470
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-141900
2024 : CBS MECHANICAL, INC. 401K SAVINGS PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-05-280
Total liabilities as of the beginning of the plan year2024-05-280
Total expenses incurred by plan in this plan year2024-05-281093971
Net assets as of the end of the plan year2024-05-287995675
Total assets as of the beginning of the plan year2024-05-287797258
Value of plan covered by a fidelity bond2024-05-28500000
Participant contributions to plan in this plan year2024-05-28262875
Value of participant loans at end of plan year2024-05-28150286
Other contributions to plan in this plan year2024-05-28125652
Other income to plan in this plan year2024-05-28739636
Plan net income in this plan year2024-05-28198417
Net assets as of the end of the plan year2024-05-287995675
Net assets as of the beginning of the plan year2024-05-287797258
Employer contributions to plan in this plan year2024-05-28164225
Fees paid to broker by Benefit Provider2024-05-2818942
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-281195
2022 : CBS MECHANICAL, INC. 401K SAVINGS PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-663,497
Total of all expenses incurred2022-12-31$67,934
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$60,455
Value of total corrective distributions2022-12-31$5,504
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$462,707
Value of total assets at end of year2022-12-31$7,797,258
Value of total assets at beginning of year2022-12-31$8,528,689
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,975
Total interest from all sources2022-12-31$7,563
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$5,324
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$5,324
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$262,471
Participant contributions at end of year2022-12-31$160,503
Participant contributions at beginning of year2022-12-31$140,284
Assets. Other investments not covered elsewhere at end of year2022-12-31$1,984,650
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$100,236
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$1,007
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-731,431
Value of net assets at end of year (total assets less liabilities)2022-12-31$7,797,258
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$8,528,689
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 pooled separate accounts at end of year2022-12-31$4,212,982
Value of interest in pooled separate accounts at beginning of year2022-12-31$8,109,279
Interest on participant loans2022-12-31$7,563
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,338,116
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$133,774
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$8,773
Net investment gain/loss from pooled separate accounts2022-12-31$-1,147,864
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$100,000
Employer contributions (assets) at end of year2022-12-31$100,000
Employer contributions (assets) at beginning of year2022-12-31$145,352
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$60,455
Contract administrator fees2022-12-31$1,975
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31RILEY & CO
Accountancy firm EIN2022-12-31760560371
Total income from all sources (including contributions)2022-01-01$-663,497
Total of all expenses incurred2022-01-01$67,934
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$60,455
Value of total corrective distributions2022-01-01$5,504
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$462,707
Value of total assets at end of year2022-01-01$7,797,258
Value of total assets at beginning of year2022-01-01$8,528,689
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$1,975
Total interest from all sources2022-01-01$7,563
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$5,324
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$5,324
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$500,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$262,471
Participant contributions at end of year2022-01-01$160,503
Participant contributions at beginning of year2022-01-01$140,284
Assets. Other investments not covered elsewhere at end of year2022-01-01$1,984,650
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$100,236
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-01-01$1,007
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-731,431
Value of net assets at end of year (total assets less liabilities)2022-01-01$7,797,258
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$8,528,689
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in pooled separate accounts at end of year2022-01-01$4,212,982
Value of interest in pooled separate accounts at beginning of year2022-01-01$8,109,279
Interest on participant loans2022-01-01$7,563
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$1,338,116
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$133,774
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$8,773
Net investment gain/loss from pooled separate accounts2022-01-01$-1,147,864
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$100,000
Employer contributions (assets) at end of year2022-01-01$100,000
Employer contributions (assets) at beginning of year2022-01-01$145,352
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$60,455
Contract administrator fees2022-01-01$1,975
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01RILEY & CO
Accountancy firm EIN2022-01-01760560371
2021 : CBS MECHANICAL, INC. 401K SAVINGS PLAN 2021 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$3,248
Total income from all sources (including contributions)2021-12-31$1,632,903
Total of all expenses incurred2021-12-31$3,847
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,152
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$368,829
Value of total assets at end of year2021-12-31$8,528,689
Value of total assets at beginning of year2021-12-31$6,902,881
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$695
Total interest from all sources2021-12-31$9,383
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
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$223,477
Participant contributions at end of year2021-12-31$140,284
Participant contributions at beginning of year2021-12-31$149,096
Participant contributions at beginning of year2021-12-31$3,872
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$3,248
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$1,629,056
Value of net assets at end of year (total assets less liabilities)2021-12-31$8,528,689
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$6,899,633
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
Value of interest in pooled separate accounts at end of year2021-12-31$8,109,279
Value of interest in pooled separate accounts at beginning of year2021-12-31$6,502,168
Interest on participant loans2021-12-31$8,134
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$1,249
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$133,774
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$108,187
Net investment gain/loss from pooled separate accounts2021-12-31$1,254,691
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$145,352
Employer contributions (assets) at end of year2021-12-31$145,352
Employer contributions (assets) at beginning of year2021-12-31$139,558
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,152
Contract administrator fees2021-12-31$695
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 name2021-12-31RILEY & COMPANY
Accountancy firm EIN2021-12-31760560371
2020 : CBS MECHANICAL, INC. 401K SAVINGS PLAN 2020 401k financial data
Total transfer of assets from this plan2020-12-31$376,386
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$3,248
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$11,591
Total income from all sources (including contributions)2020-12-31$983,768
Total of all expenses incurred2020-12-31$39,179
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$35,241
Value of total corrective distributions2020-12-31$3,248
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$363,857
Value of total assets at end of year2020-12-31$6,902,881
Value of total assets at beginning of year2020-12-31$6,343,021
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$690
Total interest from all sources2020-12-31$9,294
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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$224,299
Participant contributions at end of year2020-12-31$149,096
Participant contributions at beginning of year2020-12-31$138,670
Participant contributions at end of year2020-12-31$3,872
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$3,248
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$11,591
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
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$944,589
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,899,633
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,331,430
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
Value of interest in pooled separate accounts at end of year2020-12-31$6,502,168
Value of interest in pooled separate accounts at beginning of year2020-12-31$5,983,787
Interest on participant loans2020-12-31$8,319
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$975
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$108,187
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$79,613
Net investment gain/loss from pooled separate accounts2020-12-31$610,617
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$139,558
Employer contributions (assets) at end of year2020-12-31$139,558
Employer contributions (assets) at beginning of year2020-12-31$140,951
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$35,241
Contract administrator fees2020-12-31$690
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 name2020-12-31RILEY & COMPANY
Accountancy firm EIN2020-12-31760560371
2019 : CBS MECHANICAL, INC. 401K SAVINGS PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$11,591
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,180
Total income from all sources (including contributions)2019-12-31$1,502,334
Total of all expenses incurred2019-12-31$83,752
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$70,851
Value of total corrective distributions2019-12-31$11,591
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$372,162
Value of total assets at end of year2019-12-31$6,343,021
Value of total assets at beginning of year2019-12-31$4,914,028
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,310
Total interest from all sources2019-12-31$6,045
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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$231,211
Participant contributions at end of year2019-12-31$138,670
Participant contributions at beginning of year2019-12-31$70,364
Participant contributions at beginning of year2019-12-31$2,268
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$11,591
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$1,180
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$1,418,582
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,331,430
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,912,848
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 pooled separate accounts at end of year2019-12-31$5,983,787
Value of interest in pooled separate accounts at beginning of year2019-12-31$4,663,475
Interest on participant loans2019-12-31$5,325
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$720
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$79,613
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$61,323
Net investment gain/loss from pooled separate accounts2019-12-31$1,124,127
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$140,951
Employer contributions (assets) at end of year2019-12-31$140,951
Employer contributions (assets) at beginning of year2019-12-31$116,598
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$70,851
Contract administrator fees2019-12-31$1,310
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 name2019-12-31RILEY & COMPANY
Accountancy firm EIN2019-12-31760560371
2018 : CBS MECHANICAL, INC. 401K SAVINGS PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,180
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,642
Total income from all sources (including contributions)2018-12-31$-4,249
Total of all expenses incurred2018-12-31$8,668
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,890
Expenses. Certain deemed distributions of participant loans2018-12-31$3,788
Value of total corrective distributions2018-12-31$1,180
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$322,394
Value of total assets at end of year2018-12-31$4,914,028
Value of total assets at beginning of year2018-12-31$4,927,407
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$810
Total interest from all sources2018-12-31$2,981
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$205,796
Participant contributions at end of year2018-12-31$70,364
Participant contributions at beginning of year2018-12-31$54,695
Participant contributions at end of year2018-12-31$2,268
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$1,180
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$1,642
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$-12,917
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,912,848
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,925,765
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$4,663,475
Value of interest in pooled separate accounts at beginning of year2018-12-31$4,699,072
Income. Interest from loans (other than to participants)2018-12-31$2,896
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$85
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$61,323
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$14,929
Net investment gain/loss from pooled separate accounts2018-12-31$-329,624
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$116,598
Employer contributions (assets) at end of year2018-12-31$116,598
Employer contributions (assets) at beginning of year2018-12-31$158,711
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,890
Contract administrator fees2018-12-31$810
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31RILEY & COMPANY
Accountancy firm EIN2018-12-31760560371
2017 : CBS MECHANICAL, INC. 401K SAVINGS PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,642
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$6,228
Total income from all sources (including contributions)2017-12-31$962,890
Total of all expenses incurred2017-12-31$258,587
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$252,640
Expenses. Certain deemed distributions of participant loans2017-12-31$1,480
Value of total corrective distributions2017-12-31$1,642
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$348,219
Value of total assets at end of year2017-12-31$4,927,407
Value of total assets at beginning of year2017-12-31$4,227,690
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,825
Total interest from all sources2017-12-31$3,444
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$250,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$189,509
Participant contributions at end of year2017-12-31$54,695
Participant contributions at beginning of year2017-12-31$98,766
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$1,642
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$6,228
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$704,303
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,925,765
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,221,462
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$4,699,072
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,920,109
Interest on participant loans2017-12-31$2,609
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$835
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$14,929
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$161,571
Net investment gain/loss from pooled separate accounts2017-12-31$611,227
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$158,710
Employer contributions (assets) at end of year2017-12-31$158,711
Employer contributions (assets) at beginning of year2017-12-31$47,244
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$252,640
Contract administrator fees2017-12-31$2,825
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31RILEY & COMPANY
Accountancy firm EIN2017-12-31760560371
2016 : CBS MECHANICAL, INC. 401K SAVINGS PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$6,228
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$22,014
Total income from all sources (including contributions)2016-12-31$587,851
Total of all expenses incurred2016-12-31$123,947
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$117,129
Value of total corrective distributions2016-12-31$6,228
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$246,028
Value of total assets at end of year2016-12-31$4,227,690
Value of total assets at beginning of year2016-12-31$3,779,572
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$590
Total interest from all sources2016-12-31$2,862
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$250,000
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$198,784
Participant contributions at end of year2016-12-31$98,766
Participant contributions at beginning of year2016-12-31$91,070
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$6,228
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$22,014
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
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$463,904
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,221,462
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,757,558
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 pooled separate accounts at end of year2016-12-31$3,920,109
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,427,386
Interest on participant loans2016-12-31$2,862
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$161,571
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$161,116
Net investment gain/loss from pooled separate accounts2016-12-31$338,961
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$47,244
Employer contributions (assets) at end of year2016-12-31$47,244
Employer contributions (assets) at beginning of year2016-12-31$100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$117,129
Contract administrator fees2016-12-31$590
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 name2016-12-31RILEY & COMPANY
Accountancy firm EIN2016-12-31760560371
2015 : CBS MECHANICAL, INC. 401K SAVINGS PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$22,014
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$22,617
Total income from all sources (including contributions)2015-12-31$247,569
Total of all expenses incurred2015-12-31$74,897
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$51,761
Value of total corrective distributions2015-12-31$22,014
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$293,318
Value of total assets at end of year2015-12-31$3,779,572
Value of total assets at beginning of year2015-12-31$3,607,503
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,122
Total interest from all sources2015-12-31$3,236
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$250,000
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$193,318
Participant contributions at end of year2015-12-31$91,070
Participant contributions at beginning of year2015-12-31$71,588
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$22,014
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$22,617
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
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$172,672
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,757,558
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,584,886
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 pooled separate accounts at end of year2015-12-31$3,427,386
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,289,967
Interest on participant loans2015-12-31$3,236
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$161,116
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$145,948
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$1,823
Net investment gain/loss from pooled separate accounts2015-12-31$-50,808
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$100,000
Employer contributions (assets) at end of year2015-12-31$100,000
Employer contributions (assets) at beginning of year2015-12-31$100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$51,761
Contract administrator fees2015-12-31$1,122
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 name2015-12-31RILEY & COMPANY, PLLC
Accountancy firm EIN2015-12-31760560371
2014 : CBS MECHANICAL, INC. 401K SAVINGS PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$22,617
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$11,461
Total income from all sources (including contributions)2014-12-31$480,932
Total of all expenses incurred2014-12-31$268,012
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$240,384
Value of total corrective distributions2014-12-31$25,295
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$266,240
Value of total assets at end of year2014-12-31$3,607,503
Value of total assets at beginning of year2014-12-31$3,383,427
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,333
Total interest from all sources2014-12-31$2,863
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$250,000
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$166,240
Participant contributions at end of year2014-12-31$71,588
Participant contributions at beginning of year2014-12-31$68,462
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$22,617
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$11,461
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
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$212,920
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,584,886
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,371,966
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 pooled separate accounts at end of year2014-12-31$3,289,967
Value of interest in pooled separate accounts at beginning of year2014-12-31$3,079,916
Interest on participant loans2014-12-31$2,863
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$145,948
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$200,049
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,975
Net investment gain/loss from pooled separate accounts2014-12-31$208,854
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 contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$100,000
Employer contributions (assets) at end of year2014-12-31$100,000
Employer contributions (assets) at beginning of year2014-12-31$35,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$240,384
Contract administrator fees2014-12-31$2,333
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 name2014-12-31RILEY & COMPANY, PLLC
Accountancy firm EIN2014-12-31760560371
2013 : CBS MECHANICAL, INC. 401K SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$20,793
Total unrealized appreciation/depreciation of assets2013-12-31$20,793
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$11,461
Total income from all sources (including contributions)2013-12-31$661,410
Total of all expenses incurred2013-12-31$87,710
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$64,581
Value of total corrective distributions2013-12-31$22,239
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$181,616
Value of total assets at end of year2013-12-31$3,383,427
Value of total assets at beginning of year2013-12-31$2,798,266
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$890
Total interest from all sources2013-12-31$2,138
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$250,000
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$140,069
Participant contributions at end of year2013-12-31$68,462
Participant contributions at beginning of year2013-12-31$57,744
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$6,547
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$11,461
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
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$573,700
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,371,966
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,798,266
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 pooled separate accounts at end of year2013-12-31$3,079,916
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,689,284
Interest on participant loans2013-12-31$2,138
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$200,049
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,238
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,568
Net investment gain/loss from pooled separate accounts2013-12-31$455,295
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 contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$35,000
Employer contributions (assets) at end of year2013-12-31$35,000
Employer contributions (assets) at beginning of year2013-12-31$50,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$64,581
Contract administrator fees2013-12-31$890
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 name2013-12-31RILEY & COMPANY, PLLC
Accountancy firm EIN2013-12-31760560371

Form 5500 Responses for CBS MECHANICAL, INC. 401K SAVINGS PLAN

2022: CBS MECHANICAL, INC. 401K SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: CBS MECHANICAL, INC. 401K SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: CBS MECHANICAL, INC. 401K SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: CBS MECHANICAL, INC. 401K SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CBS MECHANICAL, INC. 401K SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CBS MECHANICAL, INC. 401K SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CBS MECHANICAL, INC. 401K SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CBS MECHANICAL, INC. 401K SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CBS MECHANICAL, INC. 401K SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CBS MECHANICAL, INC. 401K SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number817505
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number817505
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number817505
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number817505
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number817505
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number817505
Policy instance 2
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG36607
Policy instance 1
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG36607
Policy instance 1
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG36607
Policy instance 1
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG36607
Policy instance 1

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