2023 Form 5500 filing — Estes Heating & Air Conditioning, 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 20241010103540NAL0019924833001) for Estes Heating & Air Conditioning, Inc. 401(K) Plan, reported by Estes Heating & Air Conditioning, Inc. under EIN 58-1080369 and plan number 001. It reports 222 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010103540NAL0019924833001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Estes Heating & Air Conditioning, Inc.
- EIN
- 58-1080369
- Plan number
- 001
- Location
- Atlanta, GA
- Participants
- 222
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,796,603
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,796,603
- Employer contributions
- $246,445
- Participant contributions
- $679,757
- Total income / additions
- $2,819,127
- Benefits paid
- $488,530
- Administrative expenses
- $10,194
- Total expenses
- $510,056
- Net increase / (decrease)
- $2,309,071
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Precision Plan Administration, LLC | TPA | $0 | $4,650 |
| Voya Retirement Insurance & Annuity | INVESTMENT ADVISORY | $2,502 | not reported in the loaded dataset |
| Morningstar | INVESTMENT ADVISORY | $2,502 | not reported in the loaded dataset |
| Morningstar | INVESTMENT ADVISORY | $0 | $1,590 |