2023 Form 5500 filing — A-1 United Heating, Air & Electrical Co., 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 20241012085603NAL0023329105001) for A-1 United Heating, Air & Electrical Co., Inc. 401(K) Plan, reported by A-1 United Heating, Air & Electrical Co., Inc. under EIN 47-0583109 and plan number 001. It reports 148 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)$2.1MReported net assets$2,082,435
Participants148
Provider compensation$14.6K5 Schedule C row(s)$14,585
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241012085603NAL0023329105001
Plan sponsor
A-1 United Heating, Air & Electrical Co., Inc.
EIN
47-0583109
Plan number
001
Location
Omaha, NE
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$2.1M total assets
Net assets$2.1MLiabilities$0
Money in vs. money out
Total income / additions$575.2K
Total expenses$301.8K
Benefits paid / distributions$292.1K
Contributions
EmployerNot reported
Participant$262.8K
Full reported line items
Total assets (EOY)
$2,082,435
Total liabilities (EOY)
$0
Net assets (EOY)
$2,082,435
Participant contributions
$262,832
Total income / additions
$575,223
Benefits paid
$292,086
Administrative expenses
$8,153
Total expenses
$301,823
Net increase / (decrease)
$273,400
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CONTRACT ADMIN · Direct $6.2K · Indirect $917
  2. 2
    INVESTMENT ADVISOR · Direct $3.7K
  3. 3
    INVESTMENT ADVISOR · Direct $1.8K
  4. 4
    INVESTMENT MGMT · Direct $1.1K
  5. 5
    RECORDKEEPER · Direct $850 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241012085603NAL0023329105001 cover?
It is the 2023 Form 5500 filing for A-1 United Heating, Air & Electrical Co., Inc. 401(K) Plan, reported by A-1 United Heating, Air & Electrical Co., Inc. (EIN 47-0583109).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages