2023 Form 5500 filing — A-1 United Heating & Air Conditioning Co. Employee Stock Ownership Plan & Trust
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 20241230120831NAL0017224609001) for A-1 United Heating & Air Conditioning Co. Employee Stock Ownership Plan & Trust, reported by A-1 United Heating, Air And Electrical Co., Inc. under EIN 47-0583109 and plan number 002. It reports 126 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241230120831NAL0017224609001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- A-1 United Heating, Air And Electrical Co., Inc.
- EIN
- 47-0583109
- Plan number
- 002
- Location
- Omaha, NE
- Participants
- 126
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,948,020
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,948,020
- Employer contributions
- $480,000
- Total income / additions
- $1,137,325
- Benefits paid
- $375,320
- Administrative expenses
- $48,299
- Total expenses
- $423,619
- Net increase / (decrease)
- $713,706
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ofwf | ACCOUNTANT | $12,500 | not reported in the loaded dataset |
| Acclaro | VALUATION SERVICES | $11,500 | not reported in the loaded dataset |
| Transition Finance Strategies | TPA | $11,388 | not reported in the loaded dataset |
| Alturas | TRUSTEE | $8,500 | not reported in the loaded dataset |