2023 Form 5500 filing — Ashrae Savings And Investment 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 20241015184253NAL0015268451002) for Ashrae Savings And Investment Plan, reported by American Society Of Heating, Refrigerating & Air-Cond Engineers, Inc. under EIN 13-5675095 and plan number 002. It reports 136 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

EFAST2 acknowledgement
20241015184253NAL0015268451002
Filing year
2023
Form type
2
Plan sponsor
American Society Of Heating, Refrigerating & Air-Cond Engineers, Inc.
EIN
13-5675095
Plan number
002
Location
Peachtree Corners, GA
Participants
136
Schedules available
Schedule H
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$26,773,500
Net assets (EOY)
$26,773,500
Employer contributions
$826,074
Participant contributions
$821,553
Total income / additions
$6,204,864
Benefits paid
$4,324,182
Administrative expenses
$2,485
Total expenses
$4,330,507
Net increase / (decrease)
$1,874,357
Schedule source
Schedule H

Related Form 5500 pages