2023 Form 5500 filing — Central Oregon Heating And Cooling, 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 20241015151645NAL0016725715001) for Central Oregon Heating And Cooling, Inc. 401(K) Plan, reported by Central Oregon Heating And Cooling, Inc. under EIN 93-1121153 and plan number 001. It reports 227 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015151645NAL0016725715001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Central Oregon Heating And Cooling, Inc.
- EIN
- 93-1121153
- Plan number
- 001
- Location
- Beaverton, OR
- Participants
- 227
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,830,943
- Total liabilities (EOY)
- $1,752
- Net assets (EOY)
- $2,829,191
- Employer contributions
- $226,283
- Participant contributions
- $364,863
- Total income / additions
- $1,339,208
- Benefits paid
- $380,870
- Administrative expenses
- $29,326
- Total expenses
- $410,196
- Net increase / (decrease)
- $929,012
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James & Associates .00 Inc | INVESTMENT ADVISOR | $12,547 | not reported in the loaded dataset |
| Pension Plan Specialists Pc | CONTRACT ADMIN | $4,523 | $1,091 |
| Empower Annuity Insurance Company | RECORDKEEPER | $2,560 | $0 |
| Ascensus Holdings Inc Dba | CONTRACT ADMIN | $0 | $877 |