2023 Form 5500 filing — Bryant Heating & Cooling, Inc. 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 20240912110429NAL0014019200001) for Bryant Heating & Cooling, Inc. 401(K) Plan, reported by Bryant Heating & Cooling, Inc. under EIN 43-2065695 and plan number 001. It reports 194 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240912110429NAL0014019200001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bryant Heating & Cooling, Inc.
- EIN
- 43-2065695
- Plan number
- 001
- Location
- Louisville, KY
- Participants
- 194
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,500,112
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,500,112
- Employer contributions
- $273,428
- Participant contributions
- $475,139
- Total income / additions
- $1,713,858
- Benefits paid
- $446,002
- Administrative expenses
- $55,807
- Total expenses
- $501,809
- Net increase / (decrease)
- $1,212,049
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Horizon Wealth Management LLC | INVESTMENT ADVISOR | $41,645 | not reported in the loaded dataset |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $14,162 | $0 |