| Plan Name | CBS MECHANICAL, INC. 401K SAVINGS PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| 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.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | ||||
| 001 | 2022-01-01 | DON GUESS | 2023-10-16 | ||
| 001 | 2021-01-01 | SHANNON STOVER | 2022-10-14 | ||
| 001 | 2020-01-01 | SHANNON STOVER | 2021-10-11 | ||
| 001 | 2019-01-01 | SHANNON SMITH | 2020-10-08 | ||
| 001 | 2018-01-01 | SHANNON SMITH | 2019-10-08 | ||
| 001 | 2017-01-01 | ||||
| 001 | 2016-01-01 | ||||
| 001 | 2015-01-01 | ||||
| 001 | 2014-01-01 | ||||
| 001 | 2013-01-01 | ||||
| 001 | 2012-01-01 | SHANNON SMITH | 2013-10-08 | ||
| 001 | 2011-01-01 | SHANNON SMITH | 2012-08-23 | ||
| 001 | 2010-01-01 | DANIEL KRESS | 2011-10-07 |
| Measure | Date | Value |
|---|---|---|
| 2025 : CBS MECHANICAL, INC. 401K SAVINGS PLAN 2025 401k financial data | ||
| Total transfers to/from plan in this plan year | 2025-05-14 | -1046567 |
| Total liabilities as of the end of the plan year | 2025-05-14 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-05-14 | 0 |
| Total expenses incurred by plan in this plan year | 2025-05-14 | 191407 |
| Net assets as of the end of the plan year | 2025-05-14 | 7941518 |
| Total assets as of the beginning of the plan year | 2025-05-14 | 7995675 |
| Value of plan covered by a fidelity bond | 2025-05-14 | 500000 |
| Participant contributions to plan in this plan year | 2025-05-14 | 273313 |
| Value of participant loans at end of plan year | 2025-05-14 | 136431 |
| Other expenses paid from plan in this plan year | 2025-05-14 | 0 |
| Other contributions to plan in this plan year | 2025-05-14 | 0 |
| Other income to plan in this plan year | 2025-05-14 | 706849 |
| Plan net income in this plan year | 2025-05-14 | 992410 |
| Net assets as of the end of the plan year | 2025-05-14 | 7941518 |
| Net assets as of the beginning of the plan year | 2025-05-14 | 7995675 |
| Employer contributions to plan in this plan year | 2025-05-14 | 203655 |
| Fees paid to broker by Benefit Provider | 2025-05-14 | 19470 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-05-14 | 1900 |
| 2024 : CBS MECHANICAL, INC. 401K SAVINGS PLAN 2024 401k financial data | ||
| Total liabilities as of the end of the plan year | 2024-05-28 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-05-28 | 0 |
| Total expenses incurred by plan in this plan year | 2024-05-28 | 1093971 |
| Net assets as of the end of the plan year | 2024-05-28 | 7995675 |
| Total assets as of the beginning of the plan year | 2024-05-28 | 7797258 |
| Value of plan covered by a fidelity bond | 2024-05-28 | 500000 |
| Participant contributions to plan in this plan year | 2024-05-28 | 262875 |
| Value of participant loans at end of plan year | 2024-05-28 | 150286 |
| Other contributions to plan in this plan year | 2024-05-28 | 125652 |
| Other income to plan in this plan year | 2024-05-28 | 739636 |
| Plan net income in this plan year | 2024-05-28 | 198417 |
| Net assets as of the end of the plan year | 2024-05-28 | 7995675 |
| Net assets as of the beginning of the plan year | 2024-05-28 | 7797258 |
| Employer contributions to plan in this plan year | 2024-05-28 | 164225 |
| Fees paid to broker by Benefit Provider | 2024-05-28 | 18942 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-28 | 1195 |
| 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 incurred | 2022-12-31 | $67,934 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $60,455 |
| Value of total corrective distributions | 2022-12-31 | $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 year | 2022-12-31 | $7,797,258 |
| Value of total assets at beginning of year | 2022-12-31 | $8,528,689 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $1,975 |
| Total interest from all sources | 2022-12-31 | $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 year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $5,324 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| 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 | $262,471 |
| Participant contributions at end of year | 2022-12-31 | $160,503 |
| Participant contributions at beginning of year | 2022-12-31 | $140,284 |
| Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $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 year | 2022-12-31 | $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 appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-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) | 2022-12-31 | 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 pooled separate accounts at end of year | 2022-12-31 | $4,212,982 |
| Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $8,109,279 |
| Interest on participant loans | 2022-12-31 | $7,563 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $1,338,116 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $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 accounts | 2022-12-31 | $-1,147,864 |
| 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 | $100,000 |
| Employer contributions (assets) at end of year | 2022-12-31 | $100,000 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $145,352 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $60,455 |
| Contract administrator fees | 2022-12-31 | $1,975 |
| 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 | RILEY & CO |
| Accountancy firm EIN | 2022-12-31 | 760560371 |
| Total income from all sources (including contributions) | 2022-01-01 | $-663,497 |
| Total of all expenses incurred | 2022-01-01 | $67,934 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $60,455 |
| Value of total corrective distributions | 2022-01-01 | $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 year | 2022-01-01 | $7,797,258 |
| Value of total assets at beginning of year | 2022-01-01 | $8,528,689 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $1,975 |
| Total interest from all sources | 2022-01-01 | $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 year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $5,324 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $262,471 |
| Participant contributions at end of year | 2022-01-01 | $160,503 |
| Participant contributions at beginning of year | 2022-01-01 | $140,284 |
| Assets. Other investments not covered elsewhere at end of year | 2022-01-01 | $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 year | 2022-01-01 | $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 appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-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) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in pooled separate accounts at end of year | 2022-01-01 | $4,212,982 |
| Value of interest in pooled separate accounts at beginning of year | 2022-01-01 | $8,109,279 |
| Interest on participant loans | 2022-01-01 | $7,563 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-01 | $1,338,116 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-01-01 | $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 accounts | 2022-01-01 | $-1,147,864 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $100,000 |
| Employer contributions (assets) at end of year | 2022-01-01 | $100,000 |
| Employer contributions (assets) at beginning of year | 2022-01-01 | $145,352 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $60,455 |
| Contract administrator fees | 2022-01-01 | $1,975 |
| Did the plan have assets held for investment | 2022-01-01 | 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 | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | RILEY & CO |
| Accountancy firm EIN | 2022-01-01 | 760560371 |
| 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 incurred | 2021-12-31 | $3,847 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $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 year | 2021-12-31 | $8,528,689 |
| Value of total assets at beginning of year | 2021-12-31 | $6,902,881 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $695 |
| Total interest from all sources | 2021-12-31 | $9,383 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $500,000 |
| 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 | $223,477 |
| Participant contributions at end of year | 2021-12-31 | $140,284 |
| Participant contributions at beginning of year | 2021-12-31 | $149,096 |
| Participant contributions at beginning of year | 2021-12-31 | $3,872 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $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 appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $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) | 2021-12-31 | 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 pooled separate accounts at end of year | 2021-12-31 | $8,109,279 |
| Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $6,502,168 |
| Interest on participant loans | 2021-12-31 | $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 year | 2021-12-31 | $133,774 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $108,187 |
| Net investment gain/loss from pooled separate accounts | 2021-12-31 | $1,254,691 |
| 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 | No |
| 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 | $145,352 |
| Employer contributions (assets) at end of year | 2021-12-31 | $145,352 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $139,558 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $3,152 |
| Contract administrator fees | 2021-12-31 | $695 |
| 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 | RILEY & COMPANY |
| Accountancy firm EIN | 2021-12-31 | 760560371 |
| 2020 : CBS MECHANICAL, INC. 401K SAVINGS PLAN 2020 401k financial data | ||
| Total transfer of assets from this plan | 2020-12-31 | $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 incurred | 2020-12-31 | $39,179 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $35,241 |
| Value of total corrective distributions | 2020-12-31 | $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 year | 2020-12-31 | $6,902,881 |
| Value of total assets at beginning of year | 2020-12-31 | $6,343,021 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $690 |
| Total interest from all sources | 2020-12-31 | $9,294 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $500,000 |
| 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 | $224,299 |
| Participant contributions at end of year | 2020-12-31 | $149,096 |
| Participant contributions at beginning of year | 2020-12-31 | $138,670 |
| Participant contributions at end of year | 2020-12-31 | $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 year | 2020-12-31 | $3,248 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $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 appraiser | 2020-12-31 | No |
| Income. Non cash contributions | 2020-12-31 | $0 |
| Value of net income/loss | 2020-12-31 | $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) | 2020-12-31 | 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 pooled separate accounts at end of year | 2020-12-31 | $6,502,168 |
| Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $5,983,787 |
| Interest on participant loans | 2020-12-31 | $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 year | 2020-12-31 | $108,187 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $79,613 |
| Net investment gain/loss from pooled separate accounts | 2020-12-31 | $610,617 |
| 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 | No |
| 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 | $139,558 |
| Employer contributions (assets) at end of year | 2020-12-31 | $139,558 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $140,951 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $35,241 |
| Contract administrator fees | 2020-12-31 | $690 |
| 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 | RILEY & COMPANY |
| Accountancy firm EIN | 2020-12-31 | 760560371 |
| 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 incurred | 2019-12-31 | $83,752 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $70,851 |
| Value of total corrective distributions | 2019-12-31 | $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 year | 2019-12-31 | $6,343,021 |
| Value of total assets at beginning of year | 2019-12-31 | $4,914,028 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $1,310 |
| Total interest from all sources | 2019-12-31 | $6,045 |
| 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 | $500,000 |
| 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 | $231,211 |
| Participant contributions at end of year | 2019-12-31 | $138,670 |
| Participant contributions at beginning of year | 2019-12-31 | $70,364 |
| Participant contributions at beginning of year | 2019-12-31 | $2,268 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $11,591 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $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 appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $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) | 2019-12-31 | 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 pooled separate accounts at end of year | 2019-12-31 | $5,983,787 |
| Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $4,663,475 |
| Interest on participant loans | 2019-12-31 | $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 year | 2019-12-31 | $79,613 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $61,323 |
| Net investment gain/loss from pooled separate accounts | 2019-12-31 | $1,124,127 |
| 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 | No |
| 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 | $140,951 |
| Employer contributions (assets) at end of year | 2019-12-31 | $140,951 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $116,598 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $70,851 |
| Contract administrator fees | 2019-12-31 | $1,310 |
| 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 | RILEY & COMPANY |
| Accountancy firm EIN | 2019-12-31 | 760560371 |
| 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 incurred | 2018-12-31 | $8,668 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $2,890 |
| Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $3,788 |
| Value of total corrective distributions | 2018-12-31 | $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 year | 2018-12-31 | $4,914,028 |
| Value of total assets at beginning of year | 2018-12-31 | $4,927,407 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $810 |
| Total interest from all sources | 2018-12-31 | $2,981 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $500,000 |
| 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 | $205,796 |
| Participant contributions at end of year | 2018-12-31 | $70,364 |
| Participant contributions at beginning of year | 2018-12-31 | $54,695 |
| Participant contributions at end of year | 2018-12-31 | $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 year | 2018-12-31 | $1,180 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $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 appraiser | 2018-12-31 | No |
| Income. Non cash contributions | 2018-12-31 | $0 |
| Value of net income/loss | 2018-12-31 | $-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) | 2018-12-31 | 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 pooled separate accounts at end of year | 2018-12-31 | $4,663,475 |
| Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $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 year | 2018-12-31 | $61,323 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $14,929 |
| Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-329,624 |
| 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 | No |
| 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 | $116,598 |
| Employer contributions (assets) at end of year | 2018-12-31 | $116,598 |
| Employer contributions (assets) at beginning of year | 2018-12-31 | $158,711 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $2,890 |
| Contract administrator fees | 2018-12-31 | $810 |
| 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 | RILEY & COMPANY |
| Accountancy firm EIN | 2018-12-31 | 760560371 |
| 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 incurred | 2017-12-31 | $258,587 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $252,640 |
| Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $1,480 |
| Value of total corrective distributions | 2017-12-31 | $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 year | 2017-12-31 | $4,927,407 |
| Value of total assets at beginning of year | 2017-12-31 | $4,227,690 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $2,825 |
| Total interest from all sources | 2017-12-31 | $3,444 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $250,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | Yes |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $189,509 |
| Participant contributions at end of year | 2017-12-31 | $54,695 |
| Participant contributions at beginning of year | 2017-12-31 | $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 year | 2017-12-31 | $1,642 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $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 appraiser | 2017-12-31 | No |
| Income. Non cash contributions | 2017-12-31 | $0 |
| Value of net income/loss | 2017-12-31 | $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) | 2017-12-31 | 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 pooled separate accounts at end of year | 2017-12-31 | $4,699,072 |
| Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $3,920,109 |
| Interest on participant loans | 2017-12-31 | $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 year | 2017-12-31 | $14,929 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $161,571 |
| Net investment gain/loss from pooled separate accounts | 2017-12-31 | $611,227 |
| 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 | $158,710 |
| Employer contributions (assets) at end of year | 2017-12-31 | $158,711 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $47,244 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $252,640 |
| Contract administrator fees | 2017-12-31 | $2,825 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | Yes |
| 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 | RILEY & COMPANY |
| Accountancy firm EIN | 2017-12-31 | 760560371 |
| 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 incurred | 2016-12-31 | $123,947 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $117,129 |
| Value of total corrective distributions | 2016-12-31 | $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 year | 2016-12-31 | $4,227,690 |
| Value of total assets at beginning of year | 2016-12-31 | $3,779,572 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $590 |
| Total interest from all sources | 2016-12-31 | $2,862 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $250,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $198,784 |
| Participant contributions at end of year | 2016-12-31 | $98,766 |
| Participant contributions at beginning of year | 2016-12-31 | $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 year | 2016-12-31 | $6,228 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $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 appraiser | 2016-12-31 | No |
| Income. Non cash contributions | 2016-12-31 | $0 |
| Value of net income/loss | 2016-12-31 | $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) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2016-12-31 | $3,920,109 |
| Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $3,427,386 |
| Interest on participant loans | 2016-12-31 | $2,862 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $161,571 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $161,116 |
| Net investment gain/loss from pooled separate accounts | 2016-12-31 | $338,961 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $47,244 |
| Employer contributions (assets) at end of year | 2016-12-31 | $47,244 |
| Employer contributions (assets) at beginning of year | 2016-12-31 | $100,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $117,129 |
| Contract administrator fees | 2016-12-31 | $590 |
| Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
| Accountancy firm name | 2016-12-31 | RILEY & COMPANY |
| Accountancy firm EIN | 2016-12-31 | 760560371 |
| 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 incurred | 2015-12-31 | $74,897 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $51,761 |
| Value of total corrective distributions | 2015-12-31 | $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 year | 2015-12-31 | $3,779,572 |
| Value of total assets at beginning of year | 2015-12-31 | $3,607,503 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $1,122 |
| Total interest from all sources | 2015-12-31 | $3,236 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $250,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $193,318 |
| Participant contributions at end of year | 2015-12-31 | $91,070 |
| Participant contributions at beginning of year | 2015-12-31 | $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 year | 2015-12-31 | $22,014 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $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 appraiser | 2015-12-31 | No |
| Income. Non cash contributions | 2015-12-31 | $0 |
| Value of net income/loss | 2015-12-31 | $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) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2015-12-31 | $3,427,386 |
| Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $3,289,967 |
| Interest on participant loans | 2015-12-31 | $3,236 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $161,116 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $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 accounts | 2015-12-31 | $-50,808 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $100,000 |
| Employer contributions (assets) at end of year | 2015-12-31 | $100,000 |
| Employer contributions (assets) at beginning of year | 2015-12-31 | $100,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $51,761 |
| Contract administrator fees | 2015-12-31 | $1,122 |
| Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
| Accountancy firm name | 2015-12-31 | RILEY & COMPANY, PLLC |
| Accountancy firm EIN | 2015-12-31 | 760560371 |
| 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 incurred | 2014-12-31 | $268,012 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $240,384 |
| Value of total corrective distributions | 2014-12-31 | $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 year | 2014-12-31 | $3,607,503 |
| Value of total assets at beginning of year | 2014-12-31 | $3,383,427 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $2,333 |
| Total interest from all sources | 2014-12-31 | $2,863 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $250,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Contributions received from participants | 2014-12-31 | $166,240 |
| Participant contributions at end of year | 2014-12-31 | $71,588 |
| Participant contributions at beginning of year | 2014-12-31 | $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 year | 2014-12-31 | $22,617 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $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 appraiser | 2014-12-31 | No |
| Income. Non cash contributions | 2014-12-31 | $0 |
| Value of net income/loss | 2014-12-31 | $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) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2014-12-31 | $3,289,967 |
| Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $3,079,916 |
| Interest on participant loans | 2014-12-31 | $2,863 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $145,948 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $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 accounts | 2014-12-31 | $208,854 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $100,000 |
| Employer contributions (assets) at end of year | 2014-12-31 | $100,000 |
| Employer contributions (assets) at beginning of year | 2014-12-31 | $35,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $240,384 |
| Contract administrator fees | 2014-12-31 | $2,333 |
| Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
| Accountancy firm name | 2014-12-31 | RILEY & COMPANY, PLLC |
| Accountancy firm EIN | 2014-12-31 | 760560371 |
| 2013 : CBS MECHANICAL, INC. 401K SAVINGS PLAN 2013 401k financial data | ||
| Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $20,793 |
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $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 incurred | 2013-12-31 | $87,710 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $64,581 |
| Value of total corrective distributions | 2013-12-31 | $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 year | 2013-12-31 | $3,383,427 |
| Value of total assets at beginning of year | 2013-12-31 | $2,798,266 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $890 |
| Total interest from all sources | 2013-12-31 | $2,138 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $250,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $140,069 |
| Participant contributions at end of year | 2013-12-31 | $68,462 |
| Participant contributions at beginning of year | 2013-12-31 | $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 year | 2013-12-31 | $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 appraiser | 2013-12-31 | No |
| Income. Non cash contributions | 2013-12-31 | $0 |
| Value of net income/loss | 2013-12-31 | $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) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2013-12-31 | $3,079,916 |
| Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $2,689,284 |
| Interest on participant loans | 2013-12-31 | $2,138 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $200,049 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $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 accounts | 2013-12-31 | $455,295 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $35,000 |
| Employer contributions (assets) at end of year | 2013-12-31 | $35,000 |
| Employer contributions (assets) at beginning of year | 2013-12-31 | $50,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $64,581 |
| Contract administrator fees | 2013-12-31 | $890 |
| Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
| Accountancy firm name | 2013-12-31 | RILEY & COMPANY, PLLC |
| Accountancy firm EIN | 2013-12-31 | 760560371 |
| 2022: CBS MECHANICAL, INC. 401K SAVINGS 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 benefit arrangement – Insurance | Yes |
| 2021: CBS MECHANICAL, INC. 401K SAVINGS 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 benefit arrangement – Insurance | Yes |
| 2020: CBS MECHANICAL, INC. 401K SAVINGS 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 benefit arrangement – Insurance | Yes |
| 2019: CBS MECHANICAL, INC. 401K SAVINGS 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 – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: CBS MECHANICAL, INC. 401K SAVINGS 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 – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: CBS MECHANICAL, INC. 401K SAVINGS 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 – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: CBS MECHANICAL, INC. 401K SAVINGS PLAN 2016 form 5500 responses | ||
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: CBS MECHANICAL, INC. 401K SAVINGS PLAN 2015 form 5500 responses | ||
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: CBS MECHANICAL, INC. 401K SAVINGS PLAN 2014 form 5500 responses | ||
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: CBS MECHANICAL, INC. 401K SAVINGS PLAN 2013 form 5500 responses | ||
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) | |
| Policy contract number | 817505 |
| Policy instance | 1 |
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) | |
| Policy contract number | 817505 |
| Policy instance | 1 |
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) | |
| Policy contract number | 817505 |
| Policy instance | 1 |
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) | |
| Policy contract number | 817505 |
| Policy instance | 1 |
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) | |
| Policy contract number | 817505 |
| Policy instance | 1 |
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) | |
| Policy contract number | 817505 |
| Policy instance | 2 |
| AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) | |
| Policy contract number | G36607 |
| Policy instance | 1 |
| AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) | |
| Policy contract number | G36607 |
| Policy instance | 1 |
| AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) | |
| Policy contract number | G36607 |
| Policy instance | 1 |
| AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) | |
| Policy contract number | G36607 |
| Policy instance | 1 |