401k Plan data: COASTAL HEATING AND AIR INC. RETIREMENT PLAN plan

COASTAL HEATING AND AIR INC. RETIREMENT PLAN 401k Plan overview

Plan Name	COASTAL HEATING AND AIR INC. RETIREMENT PLAN
Plan identification number	001

COASTAL HEATING AND AIR INC. RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

EAST COAST REFRIGERATION AND AIR INC. has sponsored the creation of one or more 401k plans.

Company Name: EAST COAST REFRIGERATION AND AIR INC.

Employer identification number (EIN): 814504491

NAIC Classification: 812990
NAIC Description: All Other Personal Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COASTAL HEATING AND AIR INC. RETIREMENT PLAN

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
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 GREGORY P. STRANGWAYS
001 2017-01-01

Plan Statistics for COASTAL HEATING AND AIR INC. RETIREMENT PLAN

401k plan membership statisitcs for COASTAL HEATING AND AIR INC. RETIREMENT PLAN

Measure Date Value
2023: COASTAL HEATING AND AIR INC. RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 4
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 5
Total participants 2023-01-01 9
Number of participants with account balances 2023-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 1
2022: COASTAL HEATING AND AIR INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 12
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 3
Total of all active and inactive participants 2022-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 15
Number of participants with account balances 2022-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 1
2021: COASTAL HEATING AND AIR INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 13
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 2
Total of all active and inactive participants 2021-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 16
Number of participants with account balances 2021-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: COASTAL HEATING AND AIR INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 13
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 1
Total of all active and inactive participants 2020-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 14
Number of participants with account balances 2020-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: COASTAL HEATING AND AIR INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 6
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 6
Number of participants with account balances 2019-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: COASTAL HEATING AND AIR INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 6
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 6
Number of participants with account balances 2018-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: COASTAL HEATING AND AIR INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 2
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 2
Number of participants with account balances 2017-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0

Measure	Date	Value
2023: COASTAL HEATING AND AIR INC. RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	4
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	5
Total participants	2023-01-01	9
Number of participants with account balances	2023-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	1
2022: COASTAL HEATING AND AIR INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	12
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	3
Total of all active and inactive participants	2022-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	15
Number of participants with account balances	2022-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	1
2021: COASTAL HEATING AND AIR INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	13
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	2
Total of all active and inactive participants	2021-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	16
Number of participants with account balances	2021-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: COASTAL HEATING AND AIR INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	13
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	1
Total of all active and inactive participants	2020-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	14
Number of participants with account balances	2020-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: COASTAL HEATING AND AIR INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	6
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	6
Number of participants with account balances	2019-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: COASTAL HEATING AND AIR INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	6
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	6
Number of participants with account balances	2018-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: COASTAL HEATING AND AIR INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	2
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	2
Number of participants with account balances	2017-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0

Financial Data on COASTAL HEATING AND AIR INC. RETIREMENT PLAN

Measure	Date	Value
2023 : COASTAL HEATING AND AIR INC. RETIREMENT PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$38,941
Expenses. Total of all expenses incurred	2023-12-31	$0
Total plan assets at end of year	2023-12-31	$540,599
Total plan assets at beginning of year	2023-12-31	$501,658
Value of fidelity bond covering the plan	2023-12-31	$42,000
Total contributions received or receivable from participants	2023-12-31	$15,057
Expenses. Other expenses not covered elsewhere	2023-12-31	$0
Other income received	2023-12-31	$11,575
Net income (gross income less expenses)	2023-12-31	$38,941
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$540,599
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$501,658
Assets. Value of employer securities	2023-12-31	$448,937
Total contributions received or receivable from employer(s)	2023-12-31	$12,309
2022 : COASTAL HEATING AND AIR INC. RETIREMENT PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$16,341
Expenses. Total of all expenses incurred	2022-12-31	$6,713
Benefits paid (including direct rollovers)	2022-12-31	$6,713
Total plan assets at end of year	2022-12-31	$501,658
Total plan assets at beginning of year	2022-12-31	$492,030
Value of fidelity bond covering the plan	2022-12-31	$42,000
Total contributions received or receivable from participants	2022-12-31	$12,127
Other income received	2022-12-31	$-5,694
Net income (gross income less expenses)	2022-12-31	$9,628
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$501,658
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$492,030
Assets. Value of employer securities	2022-12-31	$448,937
Total contributions received or receivable from employer(s)	2022-12-31	$9,908
2021 : COASTAL HEATING AND AIR INC. RETIREMENT PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$29,458
Expenses. Total of all expenses incurred	2021-12-31	$9,439
Benefits paid (including direct rollovers)	2021-12-31	$9,439
Total plan assets at end of year	2021-12-31	$492,030
Total plan assets at beginning of year	2021-12-31	$472,011
Value of fidelity bond covering the plan	2021-12-31	$42,000
Total contributions received or receivable from participants	2021-12-31	$15,260
Other income received	2021-12-31	$573
Net income (gross income less expenses)	2021-12-31	$20,019
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$492,030
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$472,011
Assets. Value of employer securities	2021-12-31	$448,937
Total contributions received or receivable from employer(s)	2021-12-31	$13,625
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : COASTAL HEATING AND AIR INC. RETIREMENT PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$13,599
Expenses. Total of all expenses incurred	2020-12-31	$501
Benefits paid (including direct rollovers)	2020-12-31	$501
Total plan assets at end of year	2020-12-31	$472,011
Total plan assets at beginning of year	2020-12-31	$458,913
Value of fidelity bond covering the plan	2020-12-31	$420,000
Total contributions received or receivable from participants	2020-12-31	$12,499
Other income received	2020-12-31	$-9,975
Net income (gross income less expenses)	2020-12-31	$13,098
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$472,011
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$458,913
Assets. Value of employer securities	2020-12-31	$448,937
Total contributions received or receivable from employer(s)	2020-12-31	$11,075
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : COASTAL HEATING AND AIR INC. RETIREMENT PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$9,976
Expenses. Total of all expenses incurred	2019-12-31	$0
Total plan assets at end of year	2019-12-31	$458,913
Total plan assets at beginning of year	2019-12-31	$448,937
Value of fidelity bond covering the plan	2019-12-31	$420,000
Other income received	2019-12-31	$9,976
Net income (gross income less expenses)	2019-12-31	$9,976
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$458,913
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$448,937
Assets. Value of employer securities	2019-12-31	$458,913
2018 : COASTAL HEATING AND AIR INC. RETIREMENT PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$16,461
Expenses. Total of all expenses incurred	2018-12-31	$0
Benefits paid (including direct rollovers)	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$448,937
Total plan assets at beginning of year	2018-12-31	$432,476
Value of fidelity bond covering the plan	2018-12-31	$420,000
Total contributions received or receivable from participants	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$16,461
Net income (gross income less expenses)	2018-12-31	$16,461
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$448,937
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$432,476
Assets. Value of employer securities	2018-12-31	$448,937
Total contributions received or receivable from employer(s)	2018-12-31	$0
Value of certain deemed distributions of participant loans	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$0
2017 : COASTAL HEATING AND AIR INC. RETIREMENT PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$432,491
Expenses. Total of all expenses incurred	2017-12-31	$15
Benefits paid (including direct rollovers)	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$432,476
Total plan assets at beginning of year	2017-12-31	$0
Value of fidelity bond covering the plan	2017-12-31	$42,000
Total contributions received or receivable from participants	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$422,343
Other income received	2017-12-31	$10,148
Net income (gross income less expenses)	2017-12-31	$432,476
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$432,476
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$0
Assets. Value of employer securities	2017-12-31	$432,476
Total contributions received or receivable from employer(s)	2017-12-31	$0
Value of certain deemed distributions of participant loans	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$15

Form 5500 Responses for COASTAL HEATING AND AIR INC. RETIREMENT PLAN

2023: COASTAL HEATING AND AIR INC. RETIREMENT PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: COASTAL HEATING AND AIR INC. RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: COASTAL HEATING AND AIR INC. RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: COASTAL HEATING AND AIR INC. RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: COASTAL HEATING AND AIR INC. RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: COASTAL HEATING AND AIR INC. RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: COASTAL HEATING AND AIR INC. RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	EAST COAST REFRIGERATION AND AIR INC.
Employer identification number (EIN):	814504491
NAIC Classification:	812990
NAIC Description:	All Other Personal Services