2023 Form 5500 filing — Air-Conditioning, Heating And Refrigeration Institute 401(K) Retirement 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 20241014112053NAL0014832115001) for Air-Conditioning, Heating And Refrigeration Institute 401(K) Retirement Plan, reported by Air-Conditioning, Heating And Refrigeration Insitute under EIN 26-1558777 and plan number 002. It reports 164 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014112053NAL0014832115001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Air-Conditioning, Heating And Refrigeration Insitute
- EIN
- 26-1558777
- Plan number
- 002
- Location
- Arlington, VA
- Participants
- 164
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,077,612
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,077,612
- Employer contributions
- $867,652
- Participant contributions
- $977,549
- Total income / additions
- $5,209,970
- Benefits paid
- $2,435,483
- Administrative expenses
- $38,534
- Total expenses
- $2,474,017
- Net increase / (decrease)
- $2,735,953
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Resource Investment Advisors | NONE | $28,465 | not reported in the loaded dataset |
| T Rowe Price Rps Inc | NONE | $947 | $0 |