2023 Form 5500 filing — Christian Brothers Heating & Air Conditioning, Inc. Contractors & Employees 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 20240923165345NAL0006800563001) for Christian Brothers Heating & Air Conditioning, Inc. Contractors & Employees 401(K) Plan, reported by Christian Brothers Heating & Air Conditioning, Inc. under EIN 33-0193531 and plan number 002. It reports 311 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923165345NAL0006800563001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Christian Brothers Heating & Air Conditioning, Inc.
- EIN
- 33-0193531
- Plan number
- 002
- Location
- Mira Loma, CA
- Participants
- 311
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,739,802
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,739,802
- Employer contributions
- $284,936
- Participant contributions
- $364,530
- Total income / additions
- $948,319
- Benefits paid
- $253,626
- Administrative expenses
- $63,101
- Total expenses
- $316,727
- Net increase / (decrease)
- $631,592
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cliftonlarsonallen Llp | AUDITOR | $17,745 | $0 |
| Pension Benefits Unlimited, Inc. | TPA | $13,175 | $0 |
| John Hancock Life Insurance Co Usa | CONTRACT ADMINISTRATOR | $2,901 | $0 |