2023 Form 5500 filing — Climate Pros LLC 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 20240924073123NAL0017023056001) for Climate Pros LLC 401(K) Profit Sharing Plan And Trust, reported by Climate Pros LLC under EIN 55-0914273 and plan number 001. It reports 762 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924073123NAL0017023056001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Climate Pros LLC
- EIN
- 55-0914273
- Plan number
- 001
- Location
- Glendale Heights, IL
- Participants
- 762
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,484,239
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,484,239
- Employer contributions
- $1,262,677
- Participant contributions
- $2,437,146
- Total income / additions
- $6,498,209
- Benefits paid
- $1,830,029
- Administrative expenses
- $48,977
- Total expenses
- $1,880,607
- Net increase / (decrease)
- $4,617,602
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Associated Pension Services, Inc. | THIRD PARTY ADMINISTRATOR | $30,925 | $6,913 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $13,879 | $0 |
| Morningstar Investment Management | INVESTMENT ADVISORY | $4,173 | $0 |