2023 Form 5500 filing — Four Seasons Heating And Air 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 20241209113533NAL0010581121001) for Four Seasons Heating And Air Retirement Plan, reported by Four Seasons Heating And Air Conditioning, Inc. under EIN 36-4009697 and plan number 002. It reports 639 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241209113533NAL0010581121001
Filing year
2023
Form type
2
Plan sponsor
Four Seasons Heating And Air Conditioning, Inc.
EIN
36-4009697
Plan number
002
Location
Chicago, IL
Participants
639
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$10,788,164
Total liabilities (EOY)
$117,915
Net assets (EOY)
$10,670,249
Employer contributions
$597,337
Participant contributions
$1,572,843
Total income / additions
$4,113,207
Benefits paid
$1,161,239
Administrative expenses
$23,605
Total expenses
$1,184,844
Net increase / (decrease)
$2,928,363
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Standcorp Financial GroupNONE$70,137not reported in the loaded dataset

Related Form 5500 pages