2023 Form 5500 filing — United Heating And Cooling 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 20240925133037NAL0008360435001) for United Heating And Cooling 401 K Plan, reported by United Heating And Cooling Incorporated under EIN 43-1563674 and plan number 001. It reports 225 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925133037NAL0008360435001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- United Heating And Cooling Incorporated
- EIN
- 43-1563674
- Plan number
- 001
- Location
- Grandview, MO
- Participants
- 225
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,541,524
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,541,524
- Employer contributions
- $130,845
- Participant contributions
- $457,018
- Total income / additions
- $1,682,066
- Benefits paid
- $290,491
- Administrative expenses
- $54,076
- Total expenses
- $344,567
- Net increase / (decrease)
- $1,337,499
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Creative Planning, Inc. | ADVISOR | $35,692 | not reported in the loaded dataset |
| Newport Group, Inc. | RECORDKEEPER | $18,383 | $0 |