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Filing

MID-Atlantic Heating & Air Conditioning Inc. 401K Profit Sharing Plan

MID-Atlantic Heating & Air Conditioning • EIN 52-1165874 • Plan year 2003

Company ProfileSource Archive
Filing Insights

Participants

Down

11 → 7

-4 • -36.36%

Assets

Up

$118,903 → $139,117

$20,214 • 17.00%

Investment Management Fee

-

Admin expenses - • Total expenses $9,486

Filing Details

Context
Net investment result
$20,214
Pension payor EIN
31-4156830

Status Flags

Fidelity bond in place

Yes

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

Not reported

Loss discovered during year

No

Assets with undetermined value

No

Non-cash contributions

No

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

No

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

No

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
201210$0$8,440-
MID-Atlantic Heating & Air Conditioning Inc. 401K Profit Sharing Plan-0$0$8,440-
201119$298,873$21,780$2,420iApproximate average salary by contribution assumption: employee only about $60,500 at 4% or $40,333 at 6%; with 50% employer match about $40,333 at 4% or $26,889 at 6%; with 100% employer match about $30,250 at 4% or $20,167 at 6%.
MID-Atlantic Heating & Air Conditioning Inc. 401K Profit Sharing Plan-9$298,873$21,780$2,420iApproximate average salary by contribution assumption: employee only about $60,500 at 4% or $40,333 at 6%; with 50% employer match about $40,333 at 4% or $26,889 at 6%; with 100% employer match about $30,250 at 4% or $20,167 at 6%.
201018$277,859$23,150$2,894iApproximate average salary by contribution assumption: employee only about $72,344 at 4% or $48,229 at 6%; with 50% employer match about $48,229 at 4% or $32,153 at 6%; with 100% employer match about $36,172 at 4% or $24,115 at 6%.
MID-Atlantic Heating & Air Conditioning Inc. 401K Profit Sharing Plan-8$277,859$23,150$2,894iApproximate average salary by contribution assumption: employee only about $72,344 at 4% or $48,229 at 6%; with 50% employer match about $48,229 at 4% or $32,153 at 6%; with 100% employer match about $36,172 at 4% or $24,115 at 6%.
200918$238,036$21,830$2,729iApproximate average salary by contribution assumption: employee only about $68,219 at 4% or $45,479 at 6%; with 50% employer match about $45,479 at 4% or $30,319 at 6%; with 100% employer match about $34,109 at 4% or $22,740 at 6%.
MID-Atlantic Heating & Air Conditioning Inc. 401K Profit Sharing Plan-8$238,036$21,830$2,729iApproximate average salary by contribution assumption: employee only about $68,219 at 4% or $45,479 at 6%; with 50% employer match about $45,479 at 4% or $30,319 at 6%; with 100% employer match about $34,109 at 4% or $22,740 at 6%.
200818$231,010$28,440$3,555iApproximate average salary by contribution assumption: employee only about $88,875 at 4% or $59,250 at 6%; with 50% employer match about $59,250 at 4% or $39,500 at 6%; with 100% employer match about $44,438 at 4% or $29,625 at 6%.
MID-Atlantic Heating & Air Conditioning Inc. 401K Profit Sharing Plan-8$231,010$28,440$3,555iApproximate average salary by contribution assumption: employee only about $88,875 at 4% or $59,250 at 6%; with 50% employer match about $59,250 at 4% or $39,500 at 6%; with 100% employer match about $44,438 at 4% or $29,625 at 6%.
200718$343,717$31,830$3,979iApproximate average salary by contribution assumption: employee only about $99,469 at 4% or $66,313 at 6%; with 50% employer match about $66,313 at 4% or $44,208 at 6%; with 100% employer match about $49,734 at 4% or $33,156 at 6%.
MID-Atlantic Heating & Air Conditioning Inc. 401K Profit Sharing Plan-8$343,717$31,830$3,979iApproximate average salary by contribution assumption: employee only about $99,469 at 4% or $66,313 at 6%; with 50% employer match about $66,313 at 4% or $44,208 at 6%; with 100% employer match about $49,734 at 4% or $33,156 at 6%.
200617$287,203$32,666$4,667iApproximate average salary by contribution assumption: employee only about $116,664 at 4% or $77,776 at 6%; with 50% employer match about $77,776 at 4% or $51,851 at 6%; with 100% employer match about $58,332 at 4% or $38,888 at 6%.
MID-Atlantic Heating & Air Conditioning Inc. 401K Profit Sharing Plan-7$287,203$32,666$4,667iApproximate average salary by contribution assumption: employee only about $116,664 at 4% or $77,776 at 6%; with 50% employer match about $77,776 at 4% or $51,851 at 6%; with 100% employer match about $58,332 at 4% or $38,888 at 6%.
200517$223,896$33,770$4,824iApproximate average salary by contribution assumption: employee only about $120,607 at 4% or $80,405 at 6%; with 50% employer match about $80,405 at 4% or $53,603 at 6%; with 100% employer match about $60,304 at 4% or $40,202 at 6%.
MID-Atlantic Heating & Air Conditioning Inc. 401K Profit Sharing Plan-7$223,896$33,770$4,824iApproximate average salary by contribution assumption: employee only about $120,607 at 4% or $80,405 at 6%; with 50% employer match about $80,405 at 4% or $53,603 at 6%; with 100% employer match about $60,304 at 4% or $40,202 at 6%.
200418$188,991$35,330$4,416iApproximate average salary by contribution assumption: employee only about $110,406 at 4% or $73,604 at 6%; with 50% employer match about $73,604 at 4% or $49,069 at 6%; with 100% employer match about $55,203 at 4% or $36,802 at 6%.
MID-Atlantic Heating & Air Conditioning Inc. 401K Profit Sharing Plan-8$188,991$35,330$4,416iApproximate average salary by contribution assumption: employee only about $110,406 at 4% or $73,604 at 6%; with 50% employer match about $73,604 at 4% or $49,069 at 6%; with 100% employer match about $55,203 at 4% or $36,802 at 6%.
200317$139,117$21,930$3,133iApproximate average salary by contribution assumption: employee only about $78,321 at 4% or $52,214 at 6%; with 50% employer match about $52,214 at 4% or $34,810 at 6%; with 100% employer match about $39,161 at 4% or $26,107 at 6%.
MID-Atlantic Heating & Air Conditioning Inc. 401K Profit Sharing PlanCurrent7$139,117$21,930$3,133iApproximate average salary by contribution assumption: employee only about $78,321 at 4% or $52,214 at 6%; with 50% employer match about $52,214 at 4% or $34,810 at 6%; with 100% employer match about $39,161 at 4% or $26,107 at 6%.
200218$0$0-
MID-Atlantic Heating & Air Conditioning Inc. 401K Profit Sharing Plan-8---
200117$0$0-
MID-Atlantic Heating & Air Conditioning Inc. 401K Profit Sharing Plan-7---
200028$0$0-
MID-Atlantic Heating & Air Conditioning Inc. 401K Profit Sharing Plan-8---
MID-Atlantic Heating & Air Conditioning Inc. 401K Profit Sharing Plan-8---
1999110$324,106$19,020$1,902iApproximate average salary by contribution assumption: employee only about $47,550 at 4% or $31,700 at 6%; with 50% employer match about $31,700 at 4% or $21,133 at 6%; with 100% employer match about $23,775 at 4% or $15,850 at 6%.
MID-Atlantic Heating & Air Conditioning Inc. 401K Profit Sharing Plan-10$324,106$19,020$1,902iApproximate average salary by contribution assumption: employee only about $47,550 at 4% or $31,700 at 6%; with 50% employer match about $31,700 at 4% or $21,133 at 6%; with 100% employer match about $23,775 at 4% or $15,850 at 6%.
Schedule Details

Schedule A

Row 1
Filing Id
84037202493524
Form Id
48473532
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
3030374202493020002
Ins Broker 01 Name
NATIONWIDE LIFE INSURANCE
Ins Broker 01 Street Addr
ONE NATIONWIDE PLAZA
Ins Broker 01 City
COLUMBUS
Ins Broker 01 State
OH
Ins Broker 01 ZIP Code
43216
Ins Broker Comm Pd 01 Amount
$657
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
7
Row 2
Ins Carrier Name: NATIONWIDE LIFE INSURANCE COMPANY
Filing Id
84037202493524
Form Id
48473532
Schedule A EIN
52-1165874
Schedule A Plan Num
001
Schedule A Plan Year Begin Date
2003-01-01
Schedule A Tax Period
20031231
Ins Carrier Name
NATIONWIDE LIFE INSURANCE COMPANY
Ins Carrier EIN
31-4156830
Ins Carrier Naic Code
66869
Ins Contract Num
014-00013
Ins Prsn Covered End of year Count
10
Ins Policy From Date
2003-01-01
Ins Policy To Date
2003-12-31
Ins Broker Comm Total Amount
$657
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$0
Pension End of year Sep Account Amount
$137,237
Pension Prem Paid Total Amount
$0
Pension Unpaid Premium Amount
$0
Pension Contract Cost Amount
$0
Pnsn Type Unalloc Cntrct I
3
Pension End Prev Bal Amount
$0
Pension Contribution Dep Amount
$0
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$0
Pension Transfer From Amount
$0
Pension Other Amount
$0
Pension Total Additions Amount
$0
Pension Total Bal Addn Amount
$0
Pension Bnfts Dsbrsd Amount
$0
Pension Admin Chrg Amount
$0
Pension Transfer To Amount
$0
Pension Oth Ded Amount
$0
Pension Total Ded Amount
$0
Pension End of year Bal Amount
$0
Wlfr Premium Rcvd Amount
$0
Wlfr Unpaid Due Amount
$0
Wlfr Reserve Amount
$0
Wlfr Total Earned Prem Amount
$0
Wlfr Claims Paid Amount
$0
Wlfr Incr Reserve Amount
$0
Wlfr Incurred Claim Amount
$0
Wlfr Claims Chrgd Amount
$0
Wlfr Ret Commissions Amount
$0
Wlfr Ret Admin Amount
$0
Wlfr Ret Oth Cost Amount
$0
Wlfr Ret Oth Expense Amount
$0
Wlfr Ret Taxes Amount
$0
Wlfr Ret Charges Amount
$0
Wlfr Ret Oth Chrgs Amount
$0
Wlfr Ret Total Amount
$0
Wlfr Refund Amount
$0
Wlfr Held Bnfts Amount
$0
Wlfr Claims Reserve Amount
$0
Wlfr Oth Reserve Amount
$0
Wlfr Divnds Due Amount
$0
Wlfr Total Charges Paid Amount
$0
Wlfr Acquis Cost Amount
$0

Schedule I

Schedule I Financial Statement

Small plan result

Balance sheet and activity values reported by the filer for this small-plan annual return.

End-of-year assets$139,117$20,214 change

Balance Sheet

Beginning and end of plan year.

Total assets$118,903$139,117Increase +$20,214 (17.00%)
Total liabilities$0$0No change $0
Net assets$118,903$139,117Increase +$20,214 (17.00%)

Contributions

Employer contributions$9,930
Participant contributions$12,000
Other contributions$0

Income & Expenses

Total income$29,700
Total expenses$9,486
Net income$20,214
Source fields
Schedule I source fields
Filing Id
84037202493524
Schedule I EIN
52-1165874
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2003-01-01
Schedule I Tax Period
20031231
Small plan total assets at beginning of year
$118,903
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$118,903
Small plan total assets at end of year
$139,117
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$139,117
Small plan employer contributions
$9,930
Small plan participant contributions
$12,000
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$7,770
Small plan total income
$29,700
Small plan total benefit distributions
$9,216
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$270
Small plan total expenses
$9,486
Small plan net income or loss
$20,214
Small Total Plan Transfers Amount
$0
Small Joint Venture End of year Indicator
No
Small Joint Venture End of year Amount
$0
Small Employer Prop End of year Indicator
No
Small Employer Prop End of year Amount
$0
Small Investment Real Est End of year I
2
Small Investment Real Est End of year A
0
Small Employer Sec End of year Indicator
No
Small Employer Sec End of year Amount
$0
Small Mortg Participants End of year Indicator
No
Small Mortg Participants End of year Amount
$0
Small Oth Lns Participants End of year Indicator
No
Small Oth Lns Participants End of year Amount
$0
Small Personal Prop End of year Indicator
No
Small Personal Prop End of year Amount
$0
Small Fail Xmt Ctb I
2
Small Fail Xmt Ctb A
0
Small plan participant loans in default
No
Small Loans In Default Amount
$0
Small plan leases in default
No
Small Leases In Default Amount
$0
Small Pt In Interest Not Reported I
2
Small Pt In Interest Not Reported A
0
Small plan fidelity bond in place
Yes
Small plan fidelity bond amount
$160,000
Small plan loss discovered during year
No
Small Loss Discovered Dur Year Amount
$0
Small plan assets with undetermined value
No
Small Asset Undeterm Valuation Amount
$0
Small plan non-cash contributions reported
No
Small Non Cash Contribution Amount
$0
Small 20 Percent Sngl Investment Indicator
No
Small 20 Percent Sngl Investment Amount
$0
Small plan all plan assets distributed
No
Waiver Annual Iqpa Report
1
Small plan resolution to terminate plan adopted
No
Small Res Terminate Plan Adpt Amount
$0

Schedule R

Schedule R Pension Information

Retirement plan characteristics

Testing, payor, opinion-letter, and transfer information reported with the filing.

Pension & Payor

Payor EIN31-4156830

Transfers

Distributed property value$0
Schedule R source fields
Payor 31-4156830
Filing Id
84037202493524
Schedule R EIN
52-1165874
Schedule R Plan number
001
Schedule R Plan Year Begin Date
2003-01-01
Schedule R Tax Period
20031231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
31-4156830
Pension Bnft Distribution Sngl Sum Count
0
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0