2023 Form 5500 filing — Brooks Heating And Air Conditioning Employee Stock Ownership 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 20241004135016NAL0020514672001) for Brooks Heating And Air Conditioning Employee Stock Ownership Plan, reported by Oliver Brooks, Incorporated Dba Brooks Heating And Air Conditioning under EIN 72-0634878 and plan number 002. It reports 36 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241004135016NAL0020514672001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Oliver Brooks, Incorporated Dba Brooks Heating And Air Conditioning
- EIN
- 72-0634878
- Plan number
- 002
- Location
- Bossier City, LA
- Participants
- 36
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,590,549
- Total liabilities (EOY)
- $4,751
- Net assets (EOY)
- $4,585,798
- Employer contributions
- $300,000
- Total income / additions
- $1,031,278
- Benefits paid
- $168,457
- Total expenses
- $168,457
- Net increase / (decrease)
- $862,821
- Schedule source
- Schedule I