2023 Form 5500 filing — Victoria Air Conditioning, Ltd. 401(K) Profit Sharing Plan And Trust
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 20240905123613NAL0043669746001) for Victoria Air Conditioning, Ltd. 401(K) Profit Sharing Plan And Trust, reported by Victoria Air Conditioning, Ltd. under EIN 74-2807223 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
- 20240905123613NAL0043669746001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Victoria Air Conditioning, Ltd.
- EIN
- 74-2807223
- Plan number
- 001
- Location
- Victoria, TX
- Participants
- 185
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,343,773
- Total liabilities (EOY)
- $41,012
- Net assets (EOY)
- $15,302,761
- Employer contributions
- $230,000
- Participant contributions
- $476,393
- Total income / additions
- $2,600,923
- Benefits paid
- $202,776
- Administrative expenses
- $65,226
- Total expenses
- $326,151
- Net increase / (decrease)
- $2,274,772
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Frost Bank | PLAN TRUSTEE | $53,598 | not reported in the loaded dataset |
| Definiti LLC | THIRD PARTY ADMINISTRATOR | $11,838 | not reported in the loaded dataset |