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HOME HEATING & AIR CONDITIONING CORP - 401K 401k Plan overview

Plan NameHOME HEATING & AIR CONDITIONING CORP - 401K
Plan identification number 001

HOME HEATING & AIR CONDITIONING CORP - 401K Benefits

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

401k Sponsoring company profile

HOME HEATING & AIR CONDITIONING has sponsored the creation of one or more 401k plans.

Company Name:HOME HEATING & AIR CONDITIONING
Employer identification number (EIN):820536589
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOME HEATING & AIR CONDITIONING CORP - 401K

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DEVRY KING2024-05-24
0012022-01-01DEVRY KING2023-05-26
0012021-01-01DEVRY KING2022-05-23
0012020-01-01DEVRY KING2021-06-04
0012019-01-01DKING53812020-06-17
0012019-01-01DEVRY KING2020-06-30
0012018-01-01CHRISTY FEATHERSTON2019-06-24
0012017-01-01CHRISTY FEATHERSTON2018-08-13
0012016-01-01CHRISTY FEATHERSTON2017-10-04
0012015-01-01CHRISTY FEATHERSTON2017-10-10
0012015-01-01CHRISTY FEATHERSTON2017-10-04
0012015-01-01CHRISTY FEATHERSTON2017-09-15
0012014-01-01CHRISTY FEATHERSTON2015-07-13
0012013-01-01CHRISTY FEATHERSTON2014-07-10
0012009-01-01CHRISTY FEATHERSON CHRISTY FEATHERSON2010-08-24

Plan Statistics for HOME HEATING & AIR CONDITIONING CORP - 401K

401k plan membership statisitcs for HOME HEATING & AIR CONDITIONING CORP - 401K

Measure Date Value
2009: HOME HEATING & AIR CONDITIONING CORP - 401K 2009 401k membership
Total participants, beginning-of-year2009-01-0112
Total number of active participants reported on line 7a of the Form 55002009-01-0113
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0114
Number of participants with account balances2009-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on HOME HEATING & AIR CONDITIONING CORP - 401K

Measure Date Value
2010 : HOME HEATING & AIR CONDITIONING CORP - 401K 2010 401k financial data
Total income from all sources2010-12-01$697
Expenses. Total of all expenses incurred2010-12-01$26,753
Benefits paid (including direct rollovers)2010-12-01$26,753
Total plan assets at end of year2010-12-01$0
Total plan assets at beginning of year2010-12-01$26,056
Value of fidelity bond covering the plan2010-12-01$10,000
Total contributions received or receivable from participants2010-12-01$0
Contributions received from other sources (not participants or employers)2010-12-01$0
Other income received2010-12-01$697
Net income (gross income less expenses)2010-12-01$-26,056
Net plan assets at end of year (total assets less liabilities)2010-12-01$0
Net plan assets at beginning of year (total assets less liabilities)2010-12-01$26,056
Total contributions received or receivable from employer(s)2010-12-01$0

Form 5500 Responses for HOME HEATING & AIR CONDITIONING CORP - 401K

2009: HOME HEATING & AIR CONDITIONING CORP - 401K 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP35755
Policy instance 1
Insurance contract or identification numberGP35755
Number of Individuals Covered0
Insurance policy start date2010-10-01
Insurance policy end date2010-12-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $400
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Amount paid for insurance broker fees400
Additional information about fees paid to insurance brokerANN ADMIN
Insurance broker organization code?5
Insurance broker namePENSIONS WEST

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