2023 Form 5500 filing — Air Conditioning Innovative Solutions 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240515181235NAL0049063392001) for Air Conditioning Innovative Solutions 401(K) Plan, reported by Air Conditioning Innovative Solutions under EIN 84-2418586 and plan number 001. It reports 185 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240515181235NAL0049063392001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Air Conditioning Innovative Solutions
- EIN
- 84-2418586
- Plan number
- 001
- Location
- Mckinney, TX
- Participants
- 185
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,321,363
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,321,363
- Employer contributions
- $817,931
- Participant contributions
- $581,516
- Total income / additions
- $2,889,129
- Benefits paid
- $2,040,611
- Administrative expenses
- $67,792
- Total expenses
- $2,111,516
- Net increase / (decrease)
- $777,613
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $36,028 | $0 |
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $25,274 | not reported in the loaded dataset |
| Massmutual Life Insurance Co. | NONE | $3,187 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,579 | not reported in the loaded dataset |
| Mesirow Financial Investment Manage | NONE | $0 | $26 |