J.R. BARTO HEATING/AIR-CONDITIONING/SHEET METAL, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan J.R. BARTO HEATING/AIR-CONDITIONING/SHEET METAL, INC. 401K PSP
401k plan membership statisitcs for J.R. BARTO HEATING/AIR-CONDITIONING/SHEET METAL, INC. 401K PSP
Measure | Date | Value |
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2012: J.R. BARTO HEATING/AIR-CONDITIONING/SHEET METAL, INC. 401K PSP 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 2 |
Total of all active and inactive participants | 2012-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 6 |
Number of participants with account balances | 2012-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 1 |
2011: J.R. BARTO HEATING/AIR-CONDITIONING/SHEET METAL, INC. 401K PSP 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
Total of all active and inactive participants | 2011-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 6 |
Number of participants with account balances | 2011-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: J.R. BARTO HEATING/AIR-CONDITIONING/SHEET METAL, INC. 401K PSP 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 2 |
Total of all active and inactive participants | 2009-01-01 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 9 |
Number of participants with account balances | 2009-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 1 |
Measure | Date | Value |
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2012 : J.R. BARTO HEATING/AIR-CONDITIONING/SHEET METAL, INC. 401K PSP 2012 401k financial data |
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Transfers to/from the plan | 2012-12-31 | $0 |
Total plan liabilities at end of year | 2012-12-31 | $700 |
Total plan liabilities at beginning of year | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $43,725 |
Expenses. Total of all expenses incurred | 2012-12-31 | $0 |
Benefits paid (including direct rollovers) | 2012-12-31 | $0 |
Total plan assets at end of year | 2012-12-31 | $181,237 |
Total plan assets at beginning of year | 2012-12-31 | $136,812 |
Value of fidelity bond covering the plan | 2012-12-31 | $200,000 |
Total contributions received or receivable from participants | 2012-12-31 | $30,925 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
Other income received | 2012-12-31 | $12,800 |
Noncash contributions received | 2012-12-31 | $0 |
Net income (gross income less expenses) | 2012-12-31 | $43,725 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $180,537 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $136,812 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
Value of corrective distributions | 2012-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $0 |
2011 : J.R. BARTO HEATING/AIR-CONDITIONING/SHEET METAL, INC. 401K PSP 2011 401k financial data |
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Transfers to/from the plan | 2011-12-31 | $0 |
Total plan liabilities at end of year | 2011-12-31 | $0 |
Total plan liabilities at beginning of year | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $45,358 |
Expenses. Total of all expenses incurred | 2011-12-31 | $66,455 |
Benefits paid (including direct rollovers) | 2011-12-31 | $66,455 |
Total plan assets at end of year | 2011-12-31 | $136,812 |
Total plan assets at beginning of year | 2011-12-31 | $157,909 |
Value of fidelity bond covering the plan | 2011-12-31 | $200,000 |
Total contributions received or receivable from participants | 2011-12-31 | $21,510 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
Other income received | 2011-12-31 | $-7,018 |
Noncash contributions received | 2011-12-31 | $0 |
Net income (gross income less expenses) | 2011-12-31 | $-21,097 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $136,812 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $157,909 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $30,866 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : J.R. BARTO HEATING/AIR-CONDITIONING/SHEET METAL, INC. 401K PSP 2010 401k financial data |
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Transfers to/from the plan | 2010-12-31 | $0 |
Total plan liabilities at end of year | 2010-12-31 | $0 |
Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $98,746 |
Expenses. Total of all expenses incurred | 2010-12-31 | $631 |
Benefits paid (including direct rollovers) | 2010-12-31 | $631 |
Total plan assets at end of year | 2010-12-31 | $157,909 |
Total plan assets at beginning of year | 2010-12-31 | $59,794 |
Value of fidelity bond covering the plan | 2010-12-31 | $200,000 |
Total contributions received or receivable from participants | 2010-12-31 | $39,437 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $18,518 |
Other income received | 2010-12-31 | $7,044 |
Noncash contributions received | 2010-12-31 | $0 |
Net income (gross income less expenses) | 2010-12-31 | $98,115 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $157,909 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $59,794 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $33,747 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2012: J.R. BARTO HEATING/AIR-CONDITIONING/SHEET METAL, INC. 401K PSP 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: J.R. BARTO HEATING/AIR-CONDITIONING/SHEET METAL, INC. 401K PSP 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: J.R. BARTO HEATING/AIR-CONDITIONING/SHEET METAL, INC. 401K PSP 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | First time form 5500 has been submitted | Yes |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |