2023 Form 5500 filing — Gillette Air Conditioning Profit Sharing 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 20241011111228NAL0021735889001) for Gillette Air Conditioning Profit Sharing Plan, reported by Gillette Air Conditioning under EIN 74-1391857 and plan number 001. It reports 228 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$4.6MReported net assets$4,644,108
Participants228
Provider compensation$49.5K3 Schedule C row(s)$49,490
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011111228NAL0021735889001
- Plan sponsor
- Gillette Air Conditioning
- EIN
- 74-1391857
- Plan number
- 001
- Location
- San Antonio, TX
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$4.6M total assets
Net assets$4.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $4,644,108
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,644,108
- Employer contributions
- $736,525
- Participant contributions
- $211,561
- Total income / additions
- $1,518,922
- Benefits paid
- $1,224,896
- Administrative expenses
- $0
- Total expenses
- $1,224,896
- Net increase / (decrease)
- $294,026
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pensionmark Financial Group LLC | INVESTMENT ADVISORY | $21,754 | not reported in the loaded dataset |
| Nationwide | RECORDKEEPER | $20,226 | $10 |
| Northeast Professional Planning Grp | TPA | $7,500 | not reported in the loaded dataset |