Source Refrigeration & Hvac, Inc. 401(k) Plan: Login, Facts & Contact Information
No Form 5500 has been filed for this plan since plan year 2016. The plan may have been terminated, merged into another plan, or moved to a new sponsor. Everything below comes from its last filing on record.
Source Refrigeration & Hvac, Inc. 401(k) Login
Retirement plan providers can change. This information is from the plan's 2016 filing.
Source Refrigeration & Hvac, Inc. 401(k) Plan Facts (plan year 2016)
Source: Form 5500 for plan year 2016 (Jan 1, 2016 – Dec 31, 2016), filed Oct 10, 2017. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2016
- $5.25 million went into the plan in contributions, $1.19 million of it from the employer (23%).
- $5.09 million was paid out to participants.
- Investment and other income added $2.79 million.
- Administrative expenses were $36,008, about $30 per account.
How the Source Refrigeration & Hvac, Inc. 401(k) changed, 2011–2016
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2011 | 1,278 | $25.5 million | $1.18 million | $2.75 million |
| 2012 | 1,134 | $28.0 million | $702,192 | $3.97 million |
| 2013 | 1,194 | $34.8 million | $822,957 | $3.14 million |
| 2014 | 1,295 | $36.9 million | $835,728 | $4.21 million |
| 2015 | 1,245 | $42.3 million | $983,613 | $3.69 million |
| 2016 | 1,375 | $45.2 million | $1.19 million | $5.09 million |
Source Refrigeration & Hvac, Inc. 401(k) Contact Information
Questions about the Source Refrigeration & Hvac, Inc. 401(k)
Is the Source Refrigeration & Hvac, Inc 401(k) plan still active?
We can't confirm that. The last Form 5500 on record for this plan covers plan year 2016, and no later filing was found under this employer's EIN.
Does Source Refrigeration & Hvac, Inc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2016 the employer contributed $1.19 million, 23% of all contributions.
Does the Source Refrigeration & Hvac, Inc 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Source Refrigeration & Hvac, Inc 401(k) plan?
1,375 participants at the start of plan year 2016, 1,114 of them active employees, and 334 former employees who still had money in the plan.
What is the average 401(k) balance at Source Refrigeration & Hvac, Inc?
About $37,425 per account: $45.2 million in plan assets across 1,207 accounts with a balance at the end of plan year 2016.
Who manages the Source Refrigeration & Hvac, Inc 401(k) accounts?
Fidelity NetBenefits is the plan's recordkeeper, which is where participants log in to see their balance.