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CONTRACTORS HVAC SUPPLY INC EMPLOYEES RETIREMENT PLAN 401k Plan overview

Plan NameCONTRACTORS HVAC SUPPLY INC EMPLOYEES RETIREMENT PLAN
Plan identification number 001

CONTRACTORS HVAC SUPPLY INC EMPLOYEES RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • 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

CONTRACTORS HVAC has sponsored the creation of one or more 401k plans.

Company Name:CONTRACTORS HVAC
Employer identification number (EIN):870386389
NAIC Classification:423700

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CONTRACTORS HVAC SUPPLY INC EMPLOYEES RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012018-01-01
0012017-01-01BRENT KEETCH
0012016-01-01BRENT KEETCH
0012015-01-01BRENT KEETCH
0012014-01-01BRENT KEETCH
0012013-01-01CLINT SHEPHERD
0012012-01-01CLINT SHEPHERD
0012011-01-01CLINT SHEPHERD
0012009-01-01CLINT SHEPHERD CLINT SHEPHERD2010-10-13

Financial Data on CONTRACTORS HVAC SUPPLY INC EMPLOYEES RETIREMENT PLAN

Measure Date Value
2019 : CONTRACTORS HVAC SUPPLY INC EMPLOYEES RETIREMENT PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$-646,324
Total income from all sources2019-12-31$81,531
Expenses. Total of all expenses incurred2019-12-31$3,933
Total plan assets at end of year2019-12-31$0
Total plan assets at beginning of year2019-12-31$568,726
Value of fidelity bond covering the plan2019-12-31$1,000,000
Other income received2019-12-31$81,531
Net income (gross income less expenses)2019-12-31$77,598
Net plan assets at end of year (total assets less liabilities)2019-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$568,726
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$3,933
2018 : CONTRACTORS HVAC SUPPLY INC EMPLOYEES RETIREMENT PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$-25,793
Total income from all sources2018-12-31$-22,148
Expenses. Total of all expenses incurred2018-12-31$9,063
Total plan assets at end of year2018-12-31$568,726
Total plan assets at beginning of year2018-12-31$625,730
Value of fidelity bond covering the plan2018-12-31$1,000,000
Total contributions received or receivable from participants2018-12-31$1,785
Other income received2018-12-31$-25,370
Net income (gross income less expenses)2018-12-31$-31,211
Net plan assets at end of year (total assets less liabilities)2018-12-31$568,726
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$625,730
Assets. Value of employer securities2018-12-31$0
Total contributions received or receivable from employer(s)2018-12-31$1,437
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$9,063
2017 : CONTRACTORS HVAC SUPPLY INC EMPLOYEES RETIREMENT PLAN 2017 401k financial data
Total income from all sources2017-12-31$137,657
Expenses. Total of all expenses incurred2017-12-31$7,607
Total plan assets at end of year2017-12-31$625,730
Total plan assets at beginning of year2017-12-31$495,680
Value of fidelity bond covering the plan2017-12-31$1,000,000
Total contributions received or receivable from participants2017-12-31$28,306
Other income received2017-12-31$88,884
Net income (gross income less expenses)2017-12-31$130,050
Net plan assets at end of year (total assets less liabilities)2017-12-31$625,730
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$495,680
Assets. Value of employer securities2017-12-31$25,793
Total contributions received or receivable from employer(s)2017-12-31$20,467
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$7,607
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : CONTRACTORS HVAC SUPPLY INC EMPLOYEES RETIREMENT PLAN 2016 401k financial data
Total income from all sources2016-12-31$42,065
Expenses. Total of all expenses incurred2016-12-31$81,594
Benefits paid (including direct rollovers)2016-12-31$72,209
Total plan assets at end of year2016-12-31$495,680
Total plan assets at beginning of year2016-12-31$535,209
Value of fidelity bond covering the plan2016-12-31$1,000,000
Total contributions received or receivable from participants2016-12-31$10,777
Other income received2016-12-31$31,288
Net income (gross income less expenses)2016-12-31$-39,529
Net plan assets at end of year (total assets less liabilities)2016-12-31$495,680
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$535,209
Assets. Value of employer securities2016-12-31$17,752
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$9,385
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : CONTRACTORS HVAC SUPPLY INC EMPLOYEES RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-12-31$8,837
Expenses. Total of all expenses incurred2015-12-31$149,062
Benefits paid (including direct rollovers)2015-12-31$144,676
Total plan assets at end of year2015-12-31$535,209
Total plan assets at beginning of year2015-12-31$675,434
Value of fidelity bond covering the plan2015-12-31$1,000,000
Total contributions received or receivable from participants2015-12-31$9,330
Other income received2015-12-31$-493
Net income (gross income less expenses)2015-12-31$-140,225
Net plan assets at end of year (total assets less liabilities)2015-12-31$535,209
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$675,434
Assets. Value of employer securities2015-12-31$16,168
Total contributions received or receivable from employer(s)2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$4,386
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : CONTRACTORS HVAC SUPPLY INC EMPLOYEES RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-12-31$10,199
Expenses. Total of all expenses incurred2014-12-31$98,795
Benefits paid (including direct rollovers)2014-12-31$94,882
Total plan assets at end of year2014-12-31$675,434
Total plan assets at beginning of year2014-12-31$764,030
Value of fidelity bond covering the plan2014-12-31$1,000,000
Total contributions received or receivable from participants2014-12-31$9,069
Expenses. Other expenses not covered elsewhere2014-12-31$0
Other income received2014-12-31$1,130
Net income (gross income less expenses)2014-12-31$-88,596
Net plan assets at end of year (total assets less liabilities)2014-12-31$675,434
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$764,030
Assets. Value of employer securities2014-12-31$17,388
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$3,913
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : CONTRACTORS HVAC SUPPLY INC EMPLOYEES RETIREMENT PLAN 2013 401k financial data
Total plan liabilities at beginning of year2013-12-31$11,398
Total income from all sources2013-12-31$137,478
Expenses. Total of all expenses incurred2013-12-31$228,466
Benefits paid (including direct rollovers)2013-12-31$225,081
Total plan assets at end of year2013-12-31$764,030
Total plan assets at beginning of year2013-12-31$866,416
Value of fidelity bond covering the plan2013-12-31$1,000,000
Total contributions received or receivable from participants2013-12-31$2,517
Other income received2013-12-31$134,961
Net income (gross income less expenses)2013-12-31$-90,988
Net plan assets at end of year (total assets less liabilities)2013-12-31$764,030
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$855,018
Assets. Value of employer securities2013-12-31$56,288
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$3,385
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : CONTRACTORS HVAC SUPPLY INC EMPLOYEES RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-12-31$75,879
Expenses. Total of all expenses incurred2012-12-31$161,712
Benefits paid (including direct rollovers)2012-12-31$158,723
Total plan assets at end of year2012-12-31$855,018
Total plan assets at beginning of year2012-12-31$940,851
Value of fidelity bond covering the plan2012-12-31$1,000,000
Assets. Value of loans (other than to participants)2012-12-31$50,000
Other income received2012-12-31$75,879
Net income (gross income less expenses)2012-12-31$-85,833
Net plan assets at end of year (total assets less liabilities)2012-12-31$855,018
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$940,851
Assets. Value of employer securities2012-12-31$55,314
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$2,989
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : CONTRACTORS HVAC SUPPLY INC EMPLOYEES RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-12-31$-3,349
Expenses. Total of all expenses incurred2011-12-31$85,942
Benefits paid (including direct rollovers)2011-12-31$84,215
Total plan assets at end of year2011-12-31$940,851
Total plan assets at beginning of year2011-12-31$1,030,142
Value of fidelity bond covering the plan2011-12-31$1,000,000
Assets. Value of loans (other than to participants)2011-12-31$50,000
Other income received2011-12-31$-3,349
Net income (gross income less expenses)2011-12-31$-89,291
Net plan assets at end of year (total assets less liabilities)2011-12-31$940,851
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,030,142
Assets. Value of employer securities2011-12-31$86,722
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$1,727
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : CONTRACTORS HVAC SUPPLY INC EMPLOYEES RETIREMENT PLAN 2010 401k financial data
Total income from all sources2010-12-31$86,968
Total plan assets at end of year2010-12-31$1,030,142
Total plan assets at beginning of year2010-12-31$943,174
Value of fidelity bond covering the plan2010-12-31$1,000,000
Assets. Value of loans (other than to participants)2010-12-31$50,000
Other income received2010-12-31$86,968
Net income (gross income less expenses)2010-12-31$86,968
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,030,142
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$943,174
Assets. Value of employer securities2010-12-31$80,294
2009 : CONTRACTORS HVAC SUPPLY INC EMPLOYEES RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CONTRACTORS HVAC SUPPLY INC EMPLOYEES RETIREMENT PLAN

2019: CONTRACTORS HVAC SUPPLY INC EMPLOYEES RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingYes
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CONTRACTORS HVAC SUPPLY INC EMPLOYEES RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CONTRACTORS HVAC SUPPLY INC EMPLOYEES RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CONTRACTORS HVAC SUPPLY INC EMPLOYEES RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CONTRACTORS HVAC SUPPLY INC EMPLOYEES RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CONTRACTORS HVAC SUPPLY INC EMPLOYEES RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CONTRACTORS HVAC SUPPLY INC EMPLOYEES RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CONTRACTORS HVAC SUPPLY INC EMPLOYEES RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CONTRACTORS HVAC SUPPLY INC EMPLOYEES RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: CONTRACTORS HVAC SUPPLY INC EMPLOYEES RETIREMENT PLAN 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract numberE634441
Policy instance 1
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number300321
Policy instance 1
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number300321
Policy instance 1
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number300321
Policy instance 1

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