Plan5500

S&P Usa Ventilation Systems, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, S&P Usa Ventilation Systems, LLC (EIN 59-3101569) is a plan sponsor located in Jacksonville, FL with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
59-3101569
Location
Jacksonville, FL
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.2MSummed across loaded plans$4,152,845
Total reported assets$4.2M$4,152,845
Total reported participants312
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$4.2M total assets
Net assets$4.2MLiabilities$0
Contributions & income
Employer contributions$208.4K
Participant contributions$374K
Total income / additions$1.2M
Expenses & distributions
Benefits paid / distributions$1.1M
Total expenses$1.1M
Net increase / (decrease)$117.7K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%S&P Usa Ventilation Systems, LLC 401(K) Plan
Participants per plan156Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    S&P Usa Ventilation Systems, LLC 401(K) Plan$4.2M
    Plan #001 · 166 participants · 2023
  2. 2
    S&P Usa Ventilation Systems, LLC Employee Benefits Plannot reported in the loaded dataset
    Plan #501 · 146 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for S&P Usa Ventilation Systems, LLC
YearPlanParticipantsSchedulesFiling
2023S&P Usa Ventilation Systems, LLC Employee Benefits Plan146—20241108110808NAL0018887056001
2023S&P Usa Ventilation Systems, LLC 401(K) Plan166H, C20250401135127NAL0007943441001

Related Form 5500 pages